2022-06-01 - Prospecting

Are you wondering how the industry’s top financial advisors seem to have prospects coming to their door, asking to do business with them?

Join us on June 1st at 12:15 p.m. PT | 3:15 p.m. ET to learn their secret to having your pipeline filled with viable prospects.

In this information-packed session, you’ll learn how to approach your readily available network of friends, family, and social acquaintances, turning them into clients and advocates who will eagerly refer you to family and friends. Often advisors are hesitant to call those closest to them, featuring they’ll be perceived as “that guy,”– the person who is always trying to sell something to someone. Yet this often-untapped source of clients and referrals is ready for the taking once you learn how to initiate a natural conversation that will educate them about your business and the services you provide.

Our unique step-by-step methodology has been used by some of Wall Street’s top advisors to grow their business exponentially. Far from the typical salesy approach, this methodology will allow you to comfortably communicate with those closest to you and give them a compelling reason to want to work with you. Even if they don’t become clients, you’ll be building a network of advocates who are eager to send referrals your way.

EVENT: Prospecting Strategies Used by Top Advisors
DATE: Wednesday, June 1st
TIME: 12:15 PM Pacific / 3:15 PM Eastern