The Accelerator Blog

Our best articles on mindset, challenges, techniques and strategy are here. Whether you are just entering into the field or a veteran, stay in the zone, maintain your groove and SERVE YOUR CLIENTS.

Trying Something New, An Accountability Report entrepreneurship sales tips success mindset Dec 23, 2022

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...

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A Plan Is Not A Strategy financial professionals online prospecting success mindset Dec 13, 2022

"A plan is not a strategy"

Saw that quote in a LinkedIn post last week and thought it was too good not to share.

A plan is WHAT you want to accomplish.

A strategy is HOW you get there. Planning,...

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Habits > Goals entrepreneurship financial professional linkedin prospecting success mindset Nov 29, 2022

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...

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You Really Aren't "Too Busy" entrepreneurship financial professional sales tips success mindset Nov 17, 2022

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...

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An Assistant Can Help Financial Advisors With... entrepreneurship financial advisors financial professionals success mindset Nov 15, 2022

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...

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Can We Wait Until The New Year To Get Started? financial advisors linkedin prospecting prospecting online success mindset Nov 10, 2022

"Can we wait until the new year to get started?"

No. We can't.

If your prospects really want to change their life for the better, most of them should start NOW, not in 2-3 months.

Why? Because most...

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People In Sales - Let's Give Some GRACE To Each Other education financial representatives sales success mindset Oct 27, 2022

People in sales - let's give some GRACE to each other.

- Let's be less harsh when someone else is prospecting us

- Let's only schedule meetings with people trying to prospect us if we're actually...

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Another Financial Advisor Leaving The Industry entrepreneurship financial representatives financial services success mindset Oct 11, 2022

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!"

...

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Ever Heard This From Your Prospect? financial representatives prospecting online prospecting tips success mindset Oct 04, 2022

Ever heard this from your prospect?

"How about you follow up with me in 30 days?"

...uh... how about no? That's 8% of an entire year

Next time a prospect asks you to follow up in 30 days, push back a...

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Insecurity & Internal Struggles education financial advisors success mindset Sep 20, 2022

I'm gonna switch up my demeanor today.

I talk A LOT about taking personal responsibility & being accountable, but today, I want to discuss a concerning topic.

The topic is: Insecurity &...

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