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We teach Financial Advisors how to become 'The Only Game In Town'
by mark little Filed Under: Acquiring Clients
While the Lead Generation method we teach will have you interacting with lots of new people almost immediately, the most common question I get from Financial Advisors is, “How long will it take me to acquire my first Ideal Client using this method?” There are 4 variables that will determine the answer to that question. […]
by mark little Filed Under: Acquiring Clients Tagged With: External Referability, Internal Referability
by mark little Filed Under: Acquiring Clients Tagged With: Referrals, Unsolicited Client Referrals
While there are many successful client acquisition methods out there, none have a greater positive impact than focusing on Unsolicited Client Referrals (UCRs). As we discussed in my last post, UCRs occur when a client refers a potential client to you without any prompting on your part. The only way to receive Unsolicited Client Referrals […]
by mark little Filed Under: Acquiring Clients Tagged With: Referrals, Unsolicited Client Referrals
How successful are your current client acquisition methods? Are you adding new clients as quickly as you’d like? How much effort are you willing to make to increase the number of new clients you’re adding per week and per month? Does your rate of client acquisition depend entirely on you, the trusted financial advisor? Are […]
by mark little Filed Under: Acquiring Clients Tagged With: Upcoming Courses
As you may know, we are about to launch a new course for financial advisors based on the #1 question we receive from our members: “How did a single advisor ever acquire 1,242 clients? What specific methods did you use to acquire that many clients?” Ultimately, I transformed my business and now deal with […]
by mark little Filed Under: Building & Leading a Team
Something I’ve often told financial advisors when speaking with them personally or during one of my speaking engagements is: “Giving out an assignment is not the basis for accountability. Rather it is the acceptance that the responsibility for a thing resides with him, which initiates accountability.” Accountability really is something people must do for themselves. […]
by mark little Filed Under: Client Meetings
Do you know a recipe for disaster for you and your clients? It’s calling your team members to an unannounced client meeting and just winging it. In reality, can you expect everyone to be available and prepared without prior knowledge? Of course not! For it to be an exceptional meeting, you need to have every […]
by Ian F. Hood Filed Under: Smart Business
Why is it that, as a financial advisor, even after you achieve success it’s still no bed of roses? The more clients we acquire, the less time we have to give them the attention they deserve (and need). The less time we have for anything, really, but it especially hurts the clients. After all those […]
by mark little Filed Under: Acquiring Clients Tagged With: Referability
There is much written for financial advisors regarding “what to do” to acquire Ideal Clients, but this piece will focus upon the four biggest reasons why clients don’t refer their financial advisor, and why Potential Ideal Clients choose not to work with a financial advisor. Let’s examine four repulsive traits which will lose Clients also […]