Financial Advisors tell us and industry surveys indicate that Advisors are frustrated because nothing they try or do creates a consistent stream of qualified warm introductions and qualified first appointments.
They say they want a marketing approach that is uncomplicated and efficient. One that enables them to consistently achieve significant and measurable increases in new warm qualified activity and first appointments… so they can be in control of their business, instead of the other way around.
Well, it’s doable. It can happen within 60 days.
Maybe this will help:
The first step is focusing on activating and energizing your existing network of warm, potential advocates, rather than spending time on “cold” prospects.
So, who are an Advisor’s potential advocates? They are your current qualified clients – the clients you want to duplicate. And you’ll find that many are very open to becoming your biggest champions and will help you identify and connect to warm qualified prospects. (Post 1/19)
Key to this first step is how you address your clients’ overwhelmingly predominant “worldview”.
This worldview refers to the fact that people are generally skeptical of Financial Advisors. Most marketing approaches don’t recognize the impact of this worldview or are not effective dealing with it.
The next step is to develop your marketing story around this worldview. (Post 2/8)
Then, tell your marketing story to the clients you’d like to duplicate. (Post 3/15)
Put these steps together properly and you’ll be on your way.
However remember “The 60 Day Rule”.
Any marketing program worth it’s salt should feel right and create positive, measurable results within 60 days. If it doesn’t, you should stop what you’re doing.
Don’t waste your time and don’t waste your money.
Look for another answer. It’s out there.
The Bellis Method™ If you need help.