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 […]
Elevator Pitch Script | Ch183-
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 […]
Working With Women and Their Partners – Ch182
Updated September 26th, 2023 Most financial advisors want to serve affluent women and their partners. To do so, the first step is to learn the insights of working with women. Today’s women demand more and want an advisor who understands their situation, goals, and dreams. And unlike women of the past, they leave advisors who […]
Why Affluent Women Fire Their Advisors | Ch180 –
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 […]
Holiday Business Growth Strategy | Ch158
Today, in Business Growth Strategy, you will learn how to create your year-end and New Year plan. After watching, you will learn how to grow your business with more ideal, profitable clients. Click the image to watch today’s episode: Early in my career, I was told that the holidays were slow and that making […]
Financial Advisor Success Interview | Ch151 –
“Financial Advisor Success Interview” Today in “Financial Advisor Success Interview,” you will learn how one advisor first increased his referrals by 1025% and then, the second year, increased his referrals by 1220%. He will also share the exact process he uses to get referrals, including what he says and at what stage of the meeting. […]