How to handle a Do-It-Yourself prospect without getting mooched on!
Question from a subscriber: “I keep getting these rude do-it-yourself prospects who ask me how to solve a problem they are having, with no intention
February 23, 2024
Author: saragrillo
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These financial advisor sales mistakes are killing your pipeline!
Watching financial advisors makes sales mistakes is excruciating. Here are the top sales mistakes that I see financial advisors making, and what to do instead.
February 16, 2024
Should I start a podcast?
Question from a subscriber: “Should I start a podcast?” There is no clearer way I can say this: HECK NO! When starting a podcast is a
February 16, 2024
Should I use a company page or personal page on social media?
Question from a subscriber: “Should I be using my company page or my personal page on LinkedIn? Or both? I’m confused.” Great question! Company vs.
February 16, 2024
You will never get a single referral from a CPA by acting pathetic!
This podcast teaches financial advisors how to talk to CPAs so you can get a referral.
February 12, 2024
Get a JAMMED full pipeline with these financial advisor referral tips!
Here are some non-traditional ways to get referrals as a financial advisor. But first… For those of you who are new to my blog, my
February 9, 2024
How financial advisors can ROCK their webinars like Mick Jagger!
In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! Getting the prospect’s
February 9, 2024
Here is how financial advisors should follow up and CRUSH getting blown off!
Getting the prospect’s attention is the big hurdle – but what happens when you have a meeting or a conversation with a prospect, and the
February 9, 2024
How to meet wealthy clients in your town
I wrote this blog in response to a question I got from a financial advisor. “I just moved to a new city. How do I
February 2, 2024
Vid 101: How to meet Doctors on LinkedIn
Doctors are super hard to meet over LinkedIn. I always try to persuade financial advisors to focus on other niches, but many of you are intent on working with doctors. So, here are my tips for how I would advise you to meet physicians over LinkedIn.Many of these tips apply to any niche you are targeting. Doctors are […]
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January 26, 2024
