December 13, 2021 / by Don Connelly / Prospecting / 0 comments
If you’ve been in this business for any length of time—one day to ten years or more—you know one thing to be an absolute certainty, that prospecting is your lifeblood. You understand the critical importance of filling up your pipeline and keeping it full of qualified leads that can be continuously converted into qualified prospects. But to identify someone as a qualified prospect, you have to contact them. So, you make the phone call.
If you don’t reach them the first time, you call back in a few days. After a third and fourth try, you dare to leave a voice message. Nothing. So, you recycle them in your CRM for a call two or three months from now. Meanwhile, your potential prospect has blocked future calls. Your CRM is now full of candidates who have refused and will continue to refuse to take your call. Where does that leave you?
If you are still counting them as potential qualified prospects, you are probably deluding yourself and diluting your pipeline with people who have no desire to talk with you. But what was your big mistake?
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Are You Working in Your Business or on Your Business? The Key to Growth Is Delegation
March 13, 2023 / by Don Connelly / Best Practices / 0 comments
Growing a successful financial advisory practice is one of the most challenging endeavors anyone can choose to undertake. The road to success is riddled with the many mistakes financial advisors make along the way, such as not prospecting consistently, not marketing themselves, or failing to provide their clients with an exceptional experience. These and other mistakes are symptomatic of a much bigger mistake many advisors make: spending too much time working in their business and not enough time working on the business.
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Your Biggest Prospecting Mistake: Calling Prospects Before They’re Ready
December 13, 2021 / by Don Connelly / Prospecting / 0 comments
If you’ve been in this business for any length of time—one day to ten years or more—you know one thing to be an absolute certainty, that prospecting is your lifeblood. You understand the critical importance of filling up your pipeline and keeping it full of qualified leads that can be continuously converted into qualified prospects. But to identify someone as a qualified prospect, you have to contact them. So, you make the phone call.
If you don’t reach them the first time, you call back in a few days. After a third and fourth try, you dare to leave a voice message. Nothing. So, you recycle them in your CRM for a call two or three months from now. Meanwhile, your potential prospect has blocked future calls. Your CRM is now full of candidates who have refused and will continue to refuse to take your call. Where does that leave you?
If you are still counting them as potential qualified prospects, you are probably deluding yourself and diluting your pipeline with people who have no desire to talk with you. But what was your big mistake?
Read more