by Sean Dailey | Feb 8, 2023 | Sales Ideas
I have worked with many advisors who set goals that were too much of a stretch. One advisor I knew had a goal to bring in $500 million in assets. His previous year he brought in about $45 million. Now a majority of his goals were to recruit advisors to help him hit...
by Sean Dailey | Feb 8, 2023 | Sales Ideas
Financial advisors play a crucial role in helping clients plan and secure their financial future. To build a successful and long-lasting relationship with clients, it’s important for advisors to show empathy and understand their clients’ goals, concerns,...
by Sean Dailey | Feb 8, 2023 | Sales Ideas
Selling life insurance to a niche audience can be easier than selling to a broader market because niche audiences typically have specific needs and challenges that can be addressed by life insurance products. By focusing on a specific segment of the market, you can...
by Sean Dailey | Feb 6, 2023 | Sales Ideas
Building trust with prospects is a crucial aspect of success in the financial industry. As a financial advisor, your clients rely on you to make informed investment decisions that align with their financial goals. Establishing trust with prospects is essential to...
by Sean Dailey | Feb 6, 2023 | Sales Ideas
You shouldn’t meet with everyone willing to meet with you. We have a form on our site that people fill out to schedule a meeting. One of those questions asks about their investible assets. We have a drop down with the following answers: < $100k $100k to $250k $250k...
by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Advisors ten to give up too easily trying to bring in new assets. Most prospects take time and patience to close. Eith every marketing campaign you deploy, your focus should be on both your short-term as well as your long-term goals. Here are some ways to generate...
