In the Prospecting blog category you will find blog posts about prospecting. Don’s tips would include but may not limited to prospecting for new clients, leaning on your clients, researching for clients, how to ask for referrals, and more.

How to Get More Referrals

How to Get More Referrals

Referrals are integral to growing your business. They are one of the most profitable sources of new clients. So asking for referrals is a priority – even if the thought of doing so fills you with trepidation.

In order to get more referrals be selective where you focus your energy. Determine the right time to ask your clients and try these different approaches in order to make asking for referrals more natural – and more productive.

Read more

Why Financial Advisors Should Do Seminars

Don Connelly tips on his blog

One of my Don Connelly 24/7 subscribers asked me how I liked seminars for a prospecting idea. The answer is ‘I love seminars’. Here are a couple of reasons why.

Listen to this audio episode to hear Don’s full answer, or read the transcript below.

Read more

Five Steps to Help Make Prospecting a Habit

Five Steps to Help Make Prospecting a Habit

If your appointment book is full to overflowing then you won’t need to read on. If however like most advisors you don’t have a line of prospects queuing at the door, you need to develop better and more successful processes when it comes to prospecting.

You must begin to see prospecting as your only real priority. It’s the only way you will get more appointments and win more business. You may not like prospecting – many advisors see this as the least favorite part of the job – but don’t let fear of failure prevent you from undertaking this core task.

Here are five steps to help you make prospecting more of a habit and less of a dreaded chore.

Read more

How Financial Advisors Can Use LinkedIn for Prospecting – Part 2

How Financial Advisors Can Use LinkedIn for Prospecting – Part 2

Last month we published the first of a series of blog posts to help Financial Advisors use LinkedIn for prospecting. It covered the following topics:

What makes LinkedIn such a powerful tool for Financial Advisors.
How Financial Advisors can create a compelling LinkedIn profile.
How Advisors can establish a powerful network of 1st and 2nd degree connections on this professional network.
Today’s post will give a few advanced tips for Financial Advisors to prospect through LinkedIn, with a focus on three key areas:

Read more

5 Reasons to Develop Effective Listening Skills

5 Reasons to Develop Effective Listening Skills

The fact is, most of us simply don’t listen enough. That could be because of the increasing number of distractions going on around us, or because we often find it easier to focus on non-verbal clues – such as body language – rather than on what people are actually saying. But if you want to get ahead as a financial advisor you need to develop effective listening skills.

Read more

How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

How Financial Advisors Can Use LinkedIn for Prospecting – Part 1

You probably know by now that social media is an integral part of the 2015 digital marketing trends for financial advisors. What you may not know just yet is that LinkedIn has proved to be one of the most effective prospecting tools for Advisors.

Here are some interesting statistics to help you understand why LinkedIn is so important for you as a Financial Advisor:

Read more

Why Thoughtful Advisors Get Referrals

Why Thoughtful Advisors Get Referrals

Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.

To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.

Read more

3 Prospecting Tips You Might not Like but Should Embrace

3 Prospecting Tips You Might not Like but Should Embrace

Out of all your daily tasks, prospecting will bring you the biggest rewards. It will open doors, get you new accounts and increase your assets. Unfortunately many advisors see prospecting as one of the least enjoyable parts of the job. But don’t put off prospecting, it’s something you have to do. It is the one thing you can’t delegate.

As you get better at prospecting you will start to enjoy it more. Here are three ways to help you get more comfortable with prospecting.

Read more

1 2 3 4 5
top