Focused Prospecting Times - email script included

Prospecting is a consistency game,

↳ and for Advisors nothing is more important.

Does this sound familiar?

You start the week with great intentions, but then:

→ emails come in

→ admin issues pop up

→ shiny object distracts you and the week is over without one new lead.

SOLUTION: Block prospecting time in your calendar.

→ make it sacred

→ ZERO distractions

→ protect it at all costs

Clients care about themselves, and your messaging has to reflect that.

Here are the basics of a good outreach email:

1. Show you know what they’re worried about

2. Use an actual client win

3. Provide the solution

4. Call to action

SAMPLE EMAIL: [Subject Line] This might interest you.

"Hey (name),

I was working with one of my client’s Steve this week.

He was concerned about being able to retire in 3 years.

After showing him several solutions, he was surprised to see that retiring in 3 years was achievable. Even earlier if he wants to.

I’d love to show you some solutions that would work for you.

Worth a 15-minute chat?"

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