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Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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5 Steps for Prospecting Small Business Owners

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Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ray Sclafani discusses the challenges and strategies for prospecting small business owners, emphasizing the importance of specialized expertise in exit planning. He outlines five key steps for financial advisors to effectively reach and engage potential clients in this market, highlighting the need for continuous learning and strategic networking.

Key Takeaways

  1. Millions of small businesses will change hands in the next decade
  2. Specialized expertise in exit planning is crucial for success
  3. Digital marketing is essential for reaching your target audience
  4. Identifying unique services can differentiate your firm
  5. Continuous learning is vital for staying competitive

Exit Planning Certifications and Designations

Five Steps to Build Your Marketing Plan for Prospecting Small Business Owners

  1. Identify your target market
  2. Develop educational content
  3. Leverage digital marketing
  4. Network strategically
  5. Offer complimentary workshops

For the full Conferences and Valuations Brokers List please click here.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

39 episode

Artwork
iconBagikan
 
Manage episode 440393113 series 3582122
Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ray Sclafani discusses the challenges and strategies for prospecting small business owners, emphasizing the importance of specialized expertise in exit planning. He outlines five key steps for financial advisors to effectively reach and engage potential clients in this market, highlighting the need for continuous learning and strategic networking.

Key Takeaways

  1. Millions of small businesses will change hands in the next decade
  2. Specialized expertise in exit planning is crucial for success
  3. Digital marketing is essential for reaching your target audience
  4. Identifying unique services can differentiate your firm
  5. Continuous learning is vital for staying competitive

Exit Planning Certifications and Designations

Five Steps to Build Your Marketing Plan for Prospecting Small Business Owners

  1. Identify your target market
  2. Develop educational content
  3. Leverage digital marketing
  4. Network strategically
  5. Offer complimentary workshops

For the full Conferences and Valuations Brokers List please click here.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

39 episode

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