/ 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
Three Must-read Success Stories for Financial Advisors
/ by Don Connelly / Best Practices / 0 comments
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.
Read more