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Fit Biblical Marriages

Private • 17 • Free

Client Acquisition Academy

Public • 279 • Free

8 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
Yes! 2,4,7 I need to get better at
1 like • Sep 8
@Ermos Erotocritou having a block schedule for number 3 and actually asking more questions during my sessions for the rest
How to master the art of creating killer Calls to Action
Struggling with your LinkedIn results? You’re going to want to save this How to master the art of creating killer Calls to Action, to attract your ideal prospects HOW TO CRAFT A STRONG CTA: Support your CTA with logical reasoning – Communicate the benefits of taking action and highlight the cons if they don't take action now Use active language & include a verb – For example: “read,” “click,” “follow,” “message,” “share.” Trigger emotion – Leverage psychological triggers to appeal to your prospects emotions and create a sense of urgency that motivates them to take action Here are 4 psychological triggers proven to drive consumer behaviour: Loss aversion: Highlight what people stand to lose by not taking action Reciprocity: Offer value upfront to create a sense of obligation to reciprocate Social identity: Frame your CTA statements to align with your audience's values or interests Scarcity: Boost urgency by emphasizing exclusivity, limited availability, and time sensitivity. Include a clear and compelling call to action so your prospects stay ENGAGED and take ACTION Apply these tips to your next LinkedIn post, and be sure to tag me in the comments so I can support you!
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New comment Sep 9
2 likes • Sep 7
@Ermos Erotocritou I just saw this post. I’ve set reminders so I can consistently post on LinkedIn. Are my post the type off CTA that you are talking about?
1 like • Sep 8
@Ermos Erotocritou I tagged you in 2..let me see if I can figure out the link
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
2 likes • Sep 6
Me to!!!! I’ve gotten a few last month and ignored it and I tried to move further but all I did was connect with the person in hopes of reaching out. Not sure how beneficial it is.
2 likes • Sep 6
Here is the requests that have been coming through.
𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 𝐀𝐝 𝐂𝐨𝐩𝐲 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐭𝐨 𝐆𝐞𝐭 𝐌𝐚𝐱𝐢𝐦𝐮𝐦 𝐋𝐞𝐚𝐝𝐬
Creating ad copy for lead generation on Facebook requires a strategic structure to capture attention and drive action. Here's the structure I use: 𝗛𝗼𝗼𝗸: Start with a strong, attention-grabbing opening to draw the audience in. 𝗣𝗿𝗼𝗯𝗹𝗲𝗺/𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻: Identify your audience's problem or ask a question that resonates with their needs and concerns. 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻/𝗔𝗻𝘀𝘄𝗲𝗿: Present your service as a solution to the problem or the answer to the question. Explain how it addresses their pain points. 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: Highlight the key benefits of your service. Clearly outline what the audience stands to gain by choosing you. 𝗢𝗳𝗳𝗲𝗿: Introduce an irresistible offer. This could be a discount, a free trial, or a special promotion that adds value and entices action. 𝗖𝗮𝗹𝗹 𝘁𝗼 𝗔𝗰𝘁𝗶𝗼𝗻 (𝗖𝗧𝗔): End with a clear and compelling call to action, instructing the audience on what to do next. Make it direct and easy to follow, such as "Sign up now" or "Get your free quote today." By following this structure, you can create ad copy that captures attention and effectively guides potential leads through the decision-making process, ultimately driving more leads.
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New comment Sep 6
1 like • Sep 6
Can you give an example of one?
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
@Eli Jackson Eli!!!! My guy! Sounds like a plan.
1 like • Aug 7
@Ermos Erotocritou seems like I’m on the right track. Need to get my follow up game better and change a little bit of lingo.
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Wykein Dean
3
37points to level up
@wykein-dean-8459
Increasing People’s Networth!!

Active 2d ago
Joined Mar 15, 2024
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