Build Your Asset Manager Prospecting System

Making contact is the most important step in the whole process-- getting that conversation started. We'll give you scripts, templates and advice.

Module 1 Strategy
Unit 1 How Banks Work
Unit 2 Who Should You Contact?
Unit 3 Top Down Approach
Unit 4 Create Your Prospecting Plan
Module 2 Prospecting Systems
Unit 1 Making the Call
Unit 2 Creating Your Call Script
Unit 3 Email Prospecting
Unit 4 Cold Email Techniques
Unit 5 InMail (LinkedIn Direct Messaging)
Unit 6 Using Direct Mail
Unit 7 Conclusion & Resources