{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2Fa9ab2862-757c-40bf-94ec-5ac8c336d08f","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"<iframe style=\"width: 100%; height: 200px;\" title=\"Resolution Prospecting\" frameborder=\"0\" scrolling=\"no\" allow=\"clipboard-write\" seamless src=\"http://player.captivate.fm/episode/a9ab2862-757c-40bf-94ec-5ac8c336d08f\"></iframe>","title":"Resolution Prospecting","description":"In today's episode, Greg and Phil discuss sales prospecting in the new year. They explain that many advisors like to engage with prospective new clients at the beginning of the year, when individuals are analyzing how their financial plan performed the previous year. \n\nAn advisor can bring value to discussions with a prospective client in this context by discovering what has changed for them goal-wise and what adjustments they want to make to their portfolio \n\nTune in to hear more about how resolution prospecting can be an effective way to maintain relationships and identify new opportunities with clients. Learn more about what Phil calls the \u201cOne-degree shift,\u201d how it breaks behavioral patterns, and how it encourages individuals to grow into areas in which they might have previously been afraid or uncomfortable to go.","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/59441134-ff87-46c5-b565-3dc1045a25b4/8ECXQ6CDU9s9TdSiCkpX8AsT.jpg"}