If you need to miss a CLA weekly call...

This is a good reason:

Hey Todd,

I will not be able to make the call today, as I’ll be meeting with an FA during that time  who is driving 90 mins to meet me. We’ve been trying to get this meeting on the books for 3 mos, and his assistant has already sent over 1 referral before we have even met.

Also— THANK YOU for everything you have shared. I swiped and adapted much of it for this week’s newsletter and got immediate results—a big CFP I’ve been prospecting for 2 mos called me immediately and apologized for his delay in getting back with me. (we are meeting Mon) Another EA referred me to 4 other FAs, and another young IA called me back for “our weekly call where we discuss working together on prospects.” (This is the “get into a weekly rhythm of discussing client scenarios” behavior I’ve been working for, and it is starting to happen organically.) So cool!

I’ve also been playing around with GPT regarding creating some sort of LAG software that calculates the EPR on the investment and liability side and gives notices when the LAG should be rebalanced. Nothing concrete, but it’s been a cool thought experiment so far.

Hope today’s call goes well!

Will Koenig