How to Make Sure Your Appointment Book Is Always Full

How to Make Sure Your Appointment Book Is Always Full

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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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.

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