Financial Advisor Prospecting | Podcast

Financial Advisor Prospecting | Podcast

Hosted by: LeadGoals Accelerators (Austin McCulloh & Layne Stafford)

Prospecting is your livelihood. It’s how you succeed. Without it, you’ll never have the business that you dream of. And it’s getting more difficult every day. • No one wants to pick up the phone • Emails are...

All Episodes

Episodes

Creating A Follow-up Task Is Not A Waste Of Time

Follow-up, follow-up, follow-up, follow-up, a follow-up...Creating a follow-up task is NOT a waste of time!!!️⚫🔵 Creating follow-up tasks is a WIN because it pushes the needle forward!!!If you aren't creating...
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LinkedIn Is Full Of Opportunities To Recruit

LinkedIn is FULL of opportunities to recruit.Many of you think that LinkedIn is full of only people who want a consistent base salary, but that isn't true.When you have a platform with hundreds of millions of people,...
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Use Cold Market Prospecting To Establish Yourself

Use cold market prospecting to ESTABLISH yourself!Here's how you can do it:In a warm market, you typically don't have a previous history of being the "professional" that people listen to for "expert" advice.On the...
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Why You Need Both Inbound And Outbound Marketing?

Why your marketing doesn't work.Trust me, this is good for you to hear.Creating content (Inbound marketing) is good.But it's VERY likely that most of your prospects won't read/listen to whatever you're...
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What's The #1 Reason Why Small Businesses Fail?

What's the #1 reason why small businesses fail?Obscurity.This means that most people out there have NO idea you even exist.So if someone doesn't know you exist, how can they buy something from you?They can't and they...
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Which Will Get You Quicker Responses?

Outbound marketing > Inbound marketingAt least, in terms of response times.Why's that?Because, with Outbound, you are deliberately reaching out to your prospects which prompts them to respond.With Inbound, your...
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Why It's Nice To Have Plenty Of Sales Prospects?

Why it's nice to have plenty of sales prospects...When you constantly have new prospects coming into your pipeline, why would you be upset when someone tells you no?If someone tells you no, just move on to the next...
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Is It Okay To Send The Exact Same Script To All Of Your Prospects?

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Why You Should Actively Use a CRM?

Actively use your CRM. Use the Customer Relationship Management (CRM) tool to re-engage prospects who are undecided. We were actually talking about this earlier on a group client call. Most people when you reach out...
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Why You Should Regularly Post Quality Content On LinkedIn As a Financial Professional?

Regularly post quality content on LinkedIn. Your prospects don't know who you are. 8 times out of 10 now, when I'm on a call with somebody, they actually know who I am, because I've gradually built a brand over...
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1 Reason Why Social Media Is Better Than Cold Calling

1 reason why social media is better than cold calling You're more likely to establish your brand! Think about it... When you cold call someone, even if you leave a voicemail, your prospect still needs to listen to...
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Would You Work With You?

Would you work with you? Be honest with yourself. Many financial reps absolutely STRUGGLE with cold market prospecting because they act like a d*mn robot. They sit there going through the same script and same key...
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