A LITTLE MORE ON THE 60 DAY RULE FOR FINANCIAL ADVISORS

OK, so we posted that last week and many of you contacted us, with comments like “What?”, “How?”,  “Come again?”  So this week we’ll expand a bit on what we said.

We certainly know that Advisors of all income levels should absolutely be able to achieve very significant growth in new, warm qualified activity and first appointments in 60 days.

We also know that the vast majority of Advisors are very frustrated because they haven’t EVER been able to create a consistent stream of quality introductions and qualified first appointments, despite all the expensive programs, coaching and books they’ve tried.

To reiterate, our Advisor clients typically achieve significant and measurable increases in new warm qualified activity and first appointments in 60 days or so. Sixty Day Rule Plan for Financial Advisors

Last week we talked about addressing clients’ overwhelming, predominant “worldview”, the most important step in changing your growth trajectory. [Read Post 11/24]

At the same time, when it comes to you developing your business, you need to address your own limiting worldview.  In this case it’s about skepticism.  Most Advisors we work with readily admit to having been skeptical about anything new or different because they have been burned by expensive “sales guru” programs and sales oriented marketing programs.  This needs to be checked at the door because it limits your opportunities for success.

Next is creating the most important story you’ll ever tell. It’s a marketing story that bears no resemblance to any story you’ve ever told before.  It connects you with clients and prospects in a uniquely compelling way that opens the door to trust, access and new warm qualified introductions.

That’s the beginning, accomplished in the first two weeks that we work together.

Most importantly, ours is a marketing approach built on service, giving, reciprocity and permission, not sales.  Mentoring and training Financial Advisors to be effective marketers is what grows an Advisor’s business exponentially. What we teach is a simple, highly effective learned skill that will begin to provide positive results within 60 days.  That’s our rule.  And we stand by it.

So, let’s have a conversation.  It’s what we do, it’s what we’re good at.

matthewbellis.com