Lighthouse Lessons

The Prospect-Service Split: How to Divide Your Week Without Burning Out

The Prospect-Service Split: How to Divide Your Week Without Burning Out

East Coast Coaching
Published on: 02/11/2025

Upgrade your financial advisory practice’s prospecting and servicing strategy by establishing clearly defined time blocks for maintenance work and firm growth each week.

time-management
7 Discovery Questions That Make Prospects Open Up Fast

7 Discovery Questions That Make Prospects Open Up Fast

East Coast Coaching
Published on: 02/11/2025

Want prospects to trust you faster? Stop interrogating them with data questions and start asking the kinds of questions that unlock real motivation.

Client Service and Sales Skills