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Client Acquisition Academy

Public • 275 • Free

HeRose The Men's Mastermind

Private • 20 • $97/m

4 contributions to Client Acquisition Academy
9 Mistakes advisors make while prospecting
1. Imposter Syndrome. The core of most prospecting success comes from believing that you have something valuable to offer clients. 2. Using the same message multiple times. Mix it up even by communication methods - calls - emails - video - LinkedIn - - 3. Prospecting inconsistently. - Prospecting should be done on a regular basis for several reasons. First, it allows you to build momentum. Second, it makes sure you avoid the feast-or-famine cycle which wreaks havoc. Third, it allows you to systematically test your approaches to see if one works better than the other. - - 4. “Selling” too early in the process. - This is good news because it means you don't have to be pushy to be a good prospector. - - 5. Not doing enough research. - A little bit of research is essential because it allows you to personalise your outreach. - - 6. Focusing on “closing”. - I tell advisors to focus on converting instead of closing. - Why? Because when you convert a prospects into a client it's the BEGINNING, not the close of the relationship - - 7. Underestimating how many leads it will take to get a prospect. - Track your ratios. Calls to booked meetings to completed meetings to conversion - Once you figure that out, you will know how many calls it's going to take to land your next client - - 8. Failing to create a prospecting system. - Prospecting can and should be systematized. You should know exactly what you have to do to achieve your desired results. - - 9. Trying to figure everything out yourself. - Use a coach, talk to peers, become active in this Skool community Here is the link to my LinkedIn post that provides a hack to stay motivated https://www.linkedin.com/posts/ermos_here-is-a-hack-you-never-knew-plus-another-activity-7238167165550350336-O2n0?utm_source=share&utm_medium=member_desktop
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New comment Sep 12
9 Mistakes advisors make while prospecting
1 like • Sep 7
Wholeheartedly agree with all of this
0 likes • Sep 8
@Ermos Erotocritou 3,4,6,7 and 8
12 LinkedIn templates that get responses
READ THIS FIRST!! - This is only 4 of the 12 templates and the most effective method is NOT included. How do you get access to the whole guide? Bring one (or more) financial advisors into the community and I will send this to you and ALL your invitees for free. This is going to be a big month for content being delivered. You will want to get as many people in this community as possible because when it becomes a paid Skool, everyone that's already here will be grandfathered at your current price of FREE. Once your friend joins, send me a message so I know they came from you. I will send you the full guide right away. Here is the invite link.... https://www.skool.com/client-acquisition-academy/about
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New comment Sep 7
12 LinkedIn templates that get responses
3 likes • Aug 6
@Ermos Erotocritou I brought @Wykein Dean to the group!
2 likes • Aug 7
@Ermos Erotocritou looking forward to getting the full version!
LinkedIn questions here 👇
If you have questions regrading anything LinkedIn, post it here
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New comment Aug 7
0 likes • Aug 7
I would love to get an example of a LinkedIn script/sequence that anyone is using to get 401k rollover clients. Anyone have anything like that?
401k List
Hey guys, so I contacted my wholesaler and I have a list of about 200 (was upward of 2k, had to narrow it down) businesses in my area. Ranging from a few hundred thousand to a few hundred million in Assets. My goal is to probably target the ones around 800ish million - to just A few million and gather all the axillary business that comes off of that. My question is how would you guys go after these businesses? Contacting POI on LinkedIn, direct mail? What the best way to reach out. Also this is just on of my “5 to stay Alive” money making activities. Just looking for insight.
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New comment Aug 7
1 like • Aug 6
I’d walk in and figure out who does what, grab a business card from them or the person at the front desk, leave a business card or better yet, a brochure on the business you provide and then hit them up via phone 1st, leave a voicemail, and on the voicemail tell them you stopped by, who gave them the contact information, and let them know you’ll be sending an email with more information on why you stopped by.
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Eli Jackson
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13points to level up
@eli-jackson-6950
Christian, Husband, Father, Bible Teacher, Financial Advisor.

Active 9d ago
Joined Jul 24, 2024
Maryland
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