Many prospects don’t want to pay for a financial advisor even if their portfolio would grow faster with your help.
You’ll never convince these folks with pressure sales and endless phone calls.… READ MORE
If you’re prospecting regularly, you probably constantly hear “I’m not interested” from lukewarm prospects. It’s frustrating when prospects reject you—and even worse if you don’t know why your prospect isn’t interested.… READ MORE
Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they’re desperate for clients.… READ MORE
If you’re like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again.
The difference: What the voice in your head is telling you.… READ MORE
Some financial advisors win because they’re great at selling. When someone answers the phone or sits down in their office, it’s hard for the prospect not to hire the advisor.
But if you’re in meetings and phone calls all day, you’re a salesperson, not a financial advisor. … READ MORE
If you’re a good financial advisor, you want to do the best possible work for yourself and your clients.
In theory, that’s great—you get your clients higher returns and yourself a bigger book of business.… READ MORE
Your skills don’t matter if you don’t get anything done.
You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses. … READ MORE
Referral leads are better than random people from networking meetings. They hire you without objecting to everything you say. They’re usually wealthy, You don’t have to work to acquire them and they already trust you.… READ MORE
You’ve probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor.
The truth is: Competitors are closing clients you could’ve signed left and right.… READ MORE
Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them.
But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes.… READ MORE
