/ by Don Connelly / Prospecting / 0 comments
Despite their best efforts, many financial advisors struggle to generate a consistent flow of quality leads. In many cases, the problem isn’t due to a lack of effort. Rather, it’s due to financial advisors unwittingly sabotaging their lead generation efforts. The biggest mistakes aren’t the obvious ones, like neglecting an online presence or failing to follow up. It’s the more subtle—even insidious—behaviors and approaches that can quietly push potential prospects away.
The key to unlocking more leads isn’t always about doing more; sometimes, it’s about doing things differently. This post explores counterintuitive lead generation mistakes that many advisors make—and, more importantly, how to fix them.
Read more
Common Lead Generation Mistakes Financial Advisors Make (And How to Avoid Them)
/ by Don Connelly / Prospecting / 0 comments
Despite their best efforts, many financial advisors struggle to generate a consistent flow of quality leads. In many cases, the problem isn’t due to a lack of effort. Rather, it’s due to financial advisors unwittingly sabotaging their lead generation efforts. The biggest mistakes aren’t the obvious ones, like neglecting an online presence or failing to follow up. It’s the more subtle—even insidious—behaviors and approaches that can quietly push potential prospects away.
The key to unlocking more leads isn’t always about doing more; sometimes, it’s about doing things differently. This post explores counterintuitive lead generation mistakes that many advisors make—and, more importantly, how to fix them.
Read more
A Guide to Securing Second Meetings with Prospects: Turning First Impressions into Lasting Partnerships
/ by Don Connelly / Best Practices / 0 comments
It’s no exaggeration to say that the initial meeting with a prospective client is a make-or-break moment that sets the tone for the relationship and determines whether it will continue in a second meeting. The initial meeting is a crucial dance between the advisor and a naturally skeptical prospect who wants to know why they should work with you.
In a crowded field of financial advisors, the initial meeting presents a critical opportunity to differentiate yourself. Prospects are likely to meet with multiple advisors. You must make the prospect feel they’re making the right choice in working with you and that they should expect an advisory experience with you that they can’t get from anyone else. That’s a tall order.
But if you’re organized, practiced, and have the end in mind—a second meeting with the prospect—you can make each initial meeting a success.
Read more