The Accelerator Blog

Trying something new, an accountability report.

They say the fear of failure is a good way to hold yourself accountable by sharing your goals/progress publicly, so let's give this a shot.

Numbers...

Want someone to join your team?

BE the person who your prospect WANTS to BE.

Be a leader worth joining.

If your prospect doesn't respect you, they won't work with you.

Habits > goals

Habits represent your daily actions, and goals represent the end result.

For example...

Habit: Send 50 LinkedIn Invites every single day to ideal prospects
Goal: Get 15 Intro calls...

You really aren't "too busy".

You're just not good at:

• Learning to say "no"
• Delegating work to someone else
• Using technology to automate some of your tasks
• Time...

An assistant can help Financial Advisors with...

• Responding to your LinkedIn DMs
• Scheduling meetings to your calendar with ideal prospects
• Adding ideal prospects to your...

4 weekly changes that have helped my business lately:

1. Responding to about 215 LinkedIn DMs each week - some of which are Hubspot follow-up Tasks that were due in our CRM to be completed. This has...

Developing a high-performing team isn't that complex.

• Show EACH team member how much you care
• Talk to EACH team member to understand what they are driven by
• Discuss what end...

And there goes another one.

Another Financial Advisor leaving the industry.

Month by month, I find myself mid-conversation with a financial professional, and one tells me:

"Business is going great!"

...

The best Financial Advisors aren't experts at finances.

They're experts at managing relationships.

They're Relationship Managers.

They aren't just competent about finances, they are WELL above-average...

Ask. Ask. Ask. Ask. Ask.

Yes, it can be awkward to ask for the sale.

Yes, your gut might be telling you not to do it.

Yes, your prospect might not SEEM interested.

But you are never 100% certain if...

You don't have to "grind" all the time when you do fee-based business.

So many financial professionals push life insurance all day, everyday, and then wonder why they constantly feel burnt out.

It's...

Is your game plan clear?

Like, do you actually know EXACTLY what work and how much of it to be doing each day?

Or are you just guessing?

Let me explain...

1. Failure salesperson:

I want 10 new clients.

...