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New Advisors - Four Objections: In most cases, objections to the first appointment is limited to four objections. By anticipating those objections in advance and preparing a thoughtful response, the Advisor will have a good chance to effectively overcome them and convince the prospects it is in their best interest to meet with them. |
New Advisors – Initial Marketing Contact: The objective of the marketing contact is to get a face-to-face appointment with a qualified prospect. The Advisor only has a short time to develop some level of rapport and deliver a value statement that appeals enough to the prospect that they agree to the appointment. |
New Advisor – Creating a Niche: Niche marketing in financial services is the most effective way to market. It requires preparation in advance to develop a level of expertise on the niche that is being targeted.
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Experienced Advisor – Building a Million Dollar Practice: The odds of an advisor reaching a Million Dollar Practice are very low, but it shouldn’t be. The reason most advisors don’t reach the million dollar level is that they encounter natural obstacles that get in the way. |
Experienced Advisor – Five Drivers of Growth: There are Five Drivers of Growth for a Financial Advisor to grow their practice. By identifying and understanding what these drivers of growth are, the Financial Advisor can develop processes in their practice that incorporate these growth drivers. |
Experienced Advisor – Leveraging Clients: The most effective way for the experienced Advisor to market is through existing clients. A requirement for these marketing techniques to work is to have satisfied and happy clients. |