The Accelerator Blog

You want to increase your income.

So you need to find more clients.

But you don't want to spend money on marketing.

So you don't find more clients. And your income does not increase.

How...

"A plan is not a strategy"

Saw that quote in a LinkedIn post last week and thought it was too good not to share.

A plan is WHAT you want to accomplish.

A strategy is HOW you get there. Planning,...

I take 5 or so minutes to prepare for every Intro call I have.

This allows me to:

•  Learn more about the prospect I'm meeting with to create a more genuine conversation
• Create specific...

An assistant can help Financial Advisors with...

• Responding to your LinkedIn DMs
• Scheduling meetings to your calendar with ideal prospects
• Adding ideal prospects to your...

Prospects no-show you when your prospecting is transactional.

So just because your prospect says they're ready to schedule a call with you does NOT mean you SHOULD right away.

Before scheduling the...

Prepare for your sales calls, and stop "winging it".

Taking time to learn about your prospect both on a personal AND professional level shows a level of care that most salespeople don't have.

This...

It doesn’t matter how good your intro call goes if you don’t close the deal.

You know what I'm talking about, too.

You get the prospect on the intro call, and while on the call, you two...

4 weekly changes that have helped my business lately:

1. Responding to about 215 LinkedIn DMs each week - some of which are Hubspot follow-up Tasks that were due in our CRM to be completed. This has...

Posting content on LinkedIn is an asset for you.

Content is beneficial in ways such as:

• It allows prospects to learn about who you are which helps make your prospecting efforts easier (since...

The correct strategy to get a LinkedIn connection on a meeting with you is NOT the same strategy you used to get your family/friend on a meeting.

To put it a different way:

Selling to a cold market...

The best Financial Advisors aren't experts at finances.

They're experts at managing relationships.

They're Relationship Managers.

They aren't just competent about finances, they are WELL above-average...

Too many people don't understand how much work goes into quality LinkedIn content.

So here's some behind-the-scenes information about what I do weekly:

1. I write the rough draft of my LinkedIn...