title: Two Things You Can't Outsource description: [AFW M.1.7] Michael's Epiphany #7 published: true date: 2026-06-30T08:11:13.414Z tags: editor: markdown dateCreated: 2021-09-11T02:32:02.305Z

Watch Two Things You Can't Outsource VIDEO

“There is nothing so useless as doing efficiently that which should not be done at all. ” -Peter Drucker

"Never mistake acheivement for activity" -John Wooden

You're only working when your doing one of these two activities: prospecting humans and meeting with humans.

Everything else, case design, newsletters, thank you cards, paperwork etc can be done by someone else (or technology).

Even in a multi-million-dollar financial practice with a plethora of staff only the Advisor performs the prospecting and the client face-to-face meetings.

1: Prospecting¶

• See Prospecting Principles.
• See Securities Prospecting.
• See Life Insurance Prospecting.
• See 1,000 Prospects.

2: Client Conversations¶

• See Client Appointments is Where the Action Is.
• See 1^st Vist Client Appointment.
• See Closing.