As a financial advisor looking for clients, the first thing you need is an appointment.
But if you’ve tried to get more appointments before, you’ve probably noticed: It’s not as easy as it looks.
Whether you’re currently successful at getting meetings or not, there are three crucial mistakes financial advisors make when they try to set appointments.
You’ll hear all about them in this episode. You’ll hear what the mistakes are, why they’re bad and what to do instead so you can have a constant pipeline of leads for your new business.
That way, you’ll be the advisor who doesn’t worry about their lead flow while your competition wonders whether they’ll make it into their second year of business.
Show highlights include:
- Why you can’t sell your services without an appointment—don’t even try via email or social media. (2:45)
- Why you can’t create demand for your business—and how that insight lets you get people more interested with less effort. (10:45)
- When not to talk about finances with your potential clients. (11:55)
- If you think this string of words—let the prospect or client go immediately (it might kill your business in the long-term).(15:50)
Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: