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Client Acquisition Academy

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PreciseFP User Community

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23 contributions to Client Acquisition Academy
LinkedIn Service Requests
LinkedIn is trying to re-sell me on premium and I got a note of "Financial Advisory Requests". Does anyone have experience with these?
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New comment Sep 11
1 like • Sep 8
From what I can tell they are not legit mainly by name/region being across the world from where I am licensed
0 likes • Sep 9
@Ermos Erotocritou It's from LinkedIn itself
Guide to Your Perfect LinkedIn Profile
Your LinkedIn Profile opens doors to acquiring your ideal client Here is a guide that will help craft your perfect profile on LinkedIn
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New comment Sep 8
Guide to Your Perfect LinkedIn Profile
2 likes • Apr 8
Holy smokes this helped a bunch! Hopefully I did it right
0 likes • Sep 8
@Alec Engman
ChatGPT and Other tools in Business
I was reading my daily James Pollard email the other day (I know quite a few that frequent here know of him, or are members of his inner circle) on Advisors being in denial about what's coming with AI. Notwithstanding how much I despise the term AI (I've actually worked in the data analytics industry and have done some smaller scale Machine Learning, and worked with many who are experts in this space, so my opinion is probably a little more educated that most on this), it keeps hanging with me James' comment on saving ~15 hours of work a week through ChatGPT. My questions: - how are those here using this, and similar technologies, to reduce time spent on mundane tasks? - would it be worth organizing a sub-group within this space to figure this out (say a set of recommendations for advisors on how to use this stuff to help their growth)? For the 2nd question, if there is enough interest, I'd be willing to spend some time on this as part of a working group, to figure out how to best use these technologies to support and grow a practice. Comment away
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New comment Aug 13
3 likes • Jul 12
Sorry for the late jump on this! I saved about 80 hours a quarter implementing an AI Software called Levitate along with Finmate. Happy to have a call to dive in further
3 likes • Jul 12
Along with using Zapier for workflows with other software to eliminate time committed
Study Buddy/Business Practice Partner
Hey All! I am looking for a Study Buddy/Business Practice Partner/Accountability partner to bounce ideas off of and continue learning/growing each others business. I am a Fee-Based FA and would like to partner with someone who is Fee-Based/Fee Only above $300k in Gross revenue (I will end the year between 350-500k) Feel free to PM Me!
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How to book meetings, from prospects that DON'T show up
How to book meetings, from prospects that DON'T show up to your webinar Sounds crazy but let me explain... I was working with a financial advisor that was distraught that no one showed up to his webinar I encouraged him to deliver his webinar whether there were 100 attendees or zero attendees He lived up to his end of the bargain ↳ and delivered a top notch presentation...... to no one I explained that the magic happens AFTER the webinar We extracted several one minute segments from his webinar and → created powerful LinkedIn posts → reached out to the 14 people that RSVP'ed and sent them one clip → used the clips to get other prospects interested that didn't RSVP Result: → 8 new prospects in his pipeline → 3 new meetings → 2 new clients Lesson: By being creative, you can turn what most advisors look at as failure, into success
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New comment Jun 10
How to book meetings, from prospects that DON'T show up
1 like • Jun 10
Shoot I may have to restart my LinkedIn Webinars....
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Garrett Engman
4
71points to level up
@garrett-engman-7980
Membership based Financial advisor

Active 3d ago
Joined Feb 28, 2024
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