![4 Data Gathering Tips For Prospecting [202] - podcast episode cover](https://assets.metacast.app/images/episode/artwork/uG9QpbcM)
4 Data Gathering Tips For Prospecting [202]
Feb 13, 2025•17 min•Ep. 202
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include:
- Encouraging prospects to be less precise in the information they add
- Sending a short video explaining the process
- The “trojan horse” of data gathering
- Requiring less from people.
For the best experience, listen in Metacast app for iOS or Android