Is Cold Calling Still an Effective Prospecting Method for Financial Advisors?

Is Cold Calling Still an Effective Prospecting Method for Financial Advisors?

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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Three Must-read Success Stories for Financial Advisors

Three Must-read Success Stories for Financial Advisors

As a financial advisor you need to work flat out on building your business. But it also pays to take the time to stand back and find inspiration from the best in the business. By understanding what helped some top pros rise to the top of their profession you can gain valuable pointers to motivate you both personally and professionally. Here’s a brief introduction to three professionals you should have on your radar.

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Why Financial Advisors Must Embrace Prospecting

Why Financial Advisors Must Embrace Prospecting

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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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.

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Be Organized – Make Prospecting a Priority

Be Organized – Make Prospecting a Priority

I can conjure up many advantages to being organized. Less stress is way up there on my list. So is the luxury of having fewer decisions to make. But the number one reason is more time to sit face-to-face with clients and prospective clients.

My friend Jack is fond of saying that your success depends upon how many families you will touch going forward. Advisors who fare poorly generally do so because they don’t see enough people. It’s hard to have appointments when paperwork keeps getting in the way.

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