While there are several hundred thousand financial services professionals, most struggle and fail to become successful financial advisors. Among the thousands of advisors I have coached, the super successful have several common traits. Specifically, they have a/an: Financial advisor marketing plan Strategy that focuses on the key activities that grow their business In-depth knowledge of […]
7 Financial Advisor Prospecting Ideas | Ep201
There are a variety of financial advisor prospecting ideas you can effectively use. Today, we will dive into the best prospecting ideas for financial advisors and money coaches. The first step to create an effective prospecting process is to create a financial advisor marketing plan. Secondly, you need to identify your target audience. Specifically, define […]
Financial Advisor Prospecting Made Easy | Ep193
Financial Advisor Prospecting – What to Say and How to Say It So You Can Grow Your Financial Advisory or Financial Coaching Business Today, you will learn: How to set an appointment What type of questions are best to ask The script to get more warm introductions and referrals, and more! Early in my career, […]
3 Strategies to Grow Your Prospect List | Ep191
3 Strategies to Grow Your Prospect List for Financial Advisors, Wealth Coaches, and Financial Consultants Today, you will learn the wealth coach and financial advisor lead generation strategy to grow your prospect list in three easy steps. Early in my career, I realized that to succeed you had to master lead generation and that requires […]
Elevator Pitch Script | Ep183
Elevator Pitch Script – What to Say When Someone Asks You What You Do Today, you will learn how to respond when a prospect or acquaintance asks you what you do. Early in my life, I became interested in the mind and how it reacts to new information, as well as established hard-wired habits and […]
Formula for Success – Working With Affluent Women & Couple Clients | Ep182
Formula for Success – Working With Affluent Women & Couple Clients Today, you will learn the formula for success serving the affluent women and couples market. Early in my life, I became fascinated with the lives of the affluent. I began researching them to determine the secret of success. I discovered a formula that governs […]
