Ep 59: How to Prospect Without Fear of Failure

Ep 59: How to Prospect Without Fear of Failure

Guest: Chad Hufford

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Chad Hufford, founder of Veritas, an experienced financial advisor, and Dave Ramsey’s longest-tenured SmartVestor Pro in Alaska. With a passion for holistic financial coaching, Chad has built a successful practice serving clients across the U.S.

Key Takeaways:

✅ Efficiency vs. Impact – Many advisors hit a growth ceiling by spending time on low-value tasks. Prioritize high-impact activities to drive real progress.

✅ Building a Sustainable Practice – Stop reacting to market “weather” and focus on long-term “climate” planning for clients and your firm.

✅ Prospecting as a Discipline – Consistency beats perfection. Make prospecting a daily habit, build rejection tolerance, and embrace the numbers game.

✅ The Buy-In Difference – Convincing clients leads to constant reselling. Instead, create buy-in by aligning with their values and goals to foster long-term trust.

✅ Numbers Game Wisdom – Master prospecting with insights from The Game of Numbers by Nick Murray—success comes from embracing the process and showing up every day.

Connect with Chad Hufford

🌐 LinkedIn
🏢 Veritas
📸 Instagram
📖 The Game of Numbers – Nick Murray

Connect with Catherine

🔗 LinkedIn
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🌐 Website: Dominion Enterprise Services
📧 Email: admin@dominiones.com

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