How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them.

In this episode, Matt Halloran talks to Larry Sprung, founder of Mitlin Financial, about the importance of being vulnerable and showing your authentic self to connect with prospects. Plus, Larry shares his top marketing activities for creating raving fans.

Larry discusses:

  • The surprising email from a client that encouraged him to continue sharing his authentic self
  • In-person events that deepen existing relationships with clients
  • Why advisors are “terrifically impatient” with marketing (and how to shift your expectations)
  • How to instantly make your conversation more personable

--

--

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.

Summary:

Do you want to build deeper relationship with CPAs in your area so you can upscale your business?

In this episode, Matt Halloran talks to Robert Sandrew, the Chief Growth Officer at Integrated Partners, about how to build beneficial relationships with CPAs that are grounded in trust.

Robert discusses:

  • How Integrated Partners helps CPAs identify the right clients to introduce to advisors
  • What it means for advisors and CPAs to be integrated (it’s not just about “passing a lead”)
  • How CPAs define and measure the success of their relationships with advisors

--

--