/ by Don Connelly / Prospecting / 2 comments
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.
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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.
Is Cold Calling Still an Effective Prospecting Method for Financial Advisors?
/ by Don Connelly / Prospecting / 3 comments
Technology and the ‘no-call’ rules have changed habits when it comes to cold calling. It’s no longer seen as the ‘go-to’ method for prospecting, with social media, the internet and networking often seen as better ways to reach out to new clients. But there are good reasons why cold calling – when done correctly – is a quality tool and why it should be a necessary and permanent part of your business.
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Overcoming Objections: Everything Financial Advisors Need to Know about It
/ by Diana Marinova / Connelly Corner, Prospecting / 2 comments
As we all know, the #1 reason for failure among Financial Advisors and Wholesales is they don’t see enough people. What you may not know is that many of them avoid prospecting because they don’t have a clue how to overcome prospects’ objections. If this is what’s keeping you from having your appointments book full, today’s post will teach you everything you need to know about overcoming objections. Read on.
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How to Make Sure Your Appointment Book Is Always Full
/ by Don Connelly / Prospecting / 0 comments
If you want to achieve success as a financial advisor you need to have plenty of prospective clients in the pipeline. In an ideal world your appointment book should be full to bursting – giving you the opportunity to win enough new clients to keep your business thriving.
Getting appointments takes hard work and perseverance – so if your book is a little on the light side at the moment here are some things to consider.
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Why Focus on Bringing Your Prospecting Skills Up a Notch
/ by Diana Marinova / Connelly Corner, Prospecting / 0 comments
The raw truth about our business is that nothing happens without an appointment. You may be the greatest or the smartest advisor in the world, but if you don’t have enough appointments your business will suffer. If you don’t meet enough people, your business will suffer. If you are not a good prospector, your business will suffer.
Check out several posts that continuously received the most positive feedback from our readers this year – coincidentally, they are all about prospecting!
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Why Financial Advisors Must Embrace Prospecting
/ by Don Connelly / Prospecting / 1 comment
Prospecting is the one crucial marketing activity you need to undertake in order to identify and attract new clients.
New clients will not fall into your lap by accident. If people don’t know who you are, they will never understand what you can do for them. If you don’t make prospecting a habit you will neither achieve success in terms of your own goals, nor will you be able to help others achieve theirs. So rather than dreading the ‘prospect’ of prospecting, see it for what it is: the backbone of your business.
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Thrive on Rejection – Don’t Let It Ruin Your Financial Advisor Career
/ by Don Connelly / Prospecting / 0 comments
In order to succeed you need to prospect, open accounts and get referrals. To achieve these aims you need to face your fear of rejection. Rejection is an occupational hazard so rather than fear rejection you must find a way to thrive on it. Coca Cola sold 400 cokes in their first year. Henry Ford’s first two companies went under. They obviously learned to thrive on rejection. And if you don’t too you will halt any chance of success dead in its tracks.
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How to Get More Referrals
/ by Don Connelly / Prospecting / 0 comments
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.
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Why Financial Advisors Should Do Seminars
/ by Don Connelly / Prospecting / 0 comments
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.
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Five Steps to Help Make Prospecting a Habit
/ by Don Connelly / Prospecting / 2 comments
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