Presumably, you are reading this article because you’re interested in financial advisor prospecting. So, before we do anything else, let’s define what prospecting actually is. At the foundation of prospecting is this truth: Many, if not most, of your new clients will come from people you have been in contact with for some time and who have come to feel
Cold-calling is NOT a “try it once and hope it works” endeavor. It requires testing and tweaking to learn what works for your market, your list, and for you. Cold-calling is NOT for advisors who fear rejection. You will get a lot of rejections when you cold call – but if you follow best practices, it won’t matter, because the number of new leads you…
Staying on top of the best keywords for your business is essential for effective SEO. As we’ve discussed, these keywords help connect your website with the people who are searching for the services you offer. Based on insights from Google’s Keyword Planner, here are the 46 most relevant keywords for financial advisors…
With fall upon us, prospecting for new clients is about to kick into high gear. An often forgotten first step in preparing to prospect is creating the time to do it. Time management for financial advisors is crucial to ensuring a productive workweek and maintaining a healthy work-life balance…
In the world of investment management, being able to explain complex money matters in a simple and engaging way is key. Building trust is an absolute necessity. Seminars are a fantastic tool for this, providing a stage for you to showcase your skills and draw in new people…
If you’ve been in the industry for any period of time, you know the drill: more referrals, more success. But the age-old advice of simply asking for referrals often feels outdated and uncomfortable. And you’re definitely not alone if you’ve ever thought there must be a better way…
As a financial advisor consultant, the question I’m most frequently asked is some form of… “What are other advisors doing to get new clients?” Or the ever popular… “How do I get more high net worth investors as clients…
As a financial advisor, you’re in the business of cultivating prosperity—not just for your clients, but for your practice as well. You’ve mastered the art of wealth management and financial planning, but let’s face it, there’s one puzzle that often seems hard to solve: attracting new clients…
Imagine a reservoir of untapped potential, a wellspring of new clients ready to be welcomed into the fold of your financial advisory services. In our 40+ years of coaching and assisting financial advisors to double their production, we’ve found a truth that’s often overlooked: the most poten…
Every financial advisor wants it. Most in the financial services industry never get it. Those who do are recognized as the top producers at their firms. Of course, we’re referring to creating a marketing funnel that produces predictable results month after month. If that’s what you want…
