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 […]
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 […]
Wealthy Women Opportunity | Ep181
In today’s episode, “Wealthy Women Opportunity,” you will learn the different types of affluent women, how they choose their advisors, and what you can do to become their financial advisor or money coach. Let’s face it, smart advisors, financial coaches, and wealth managers want to grow and retain their wealthy women clients. While the initial […]
Why Affluent Women Fire Their Advisors | Ep180
In today’s episode, “Why Affluent Women Fire Their Advisor”, you will learn how to retain more clients, real stories of what advisors did before they were fired, and how you can serve these women who need a new advisor or money coach. Let’s face it, most financial coaches, advisors, and money managers want to serve […]
