The Accelerator Blog

Our best articles on mindset, challenges, techniques and strategy are here. Whether you are just entering into the field or a veteran, stay in the zone, maintain your groove and SERVE YOUR CLIENTS.

Making Over 30,000 Prospecting Contacts Has Taught Me This! linkedin prospecting tips sales Aug 04, 2022

Making over 30,000 prospecting contacts has taught me a thing or two.

If I could do it all over, here are the top 5 prospecting mistakes I'd avoid:

Mistake #1: Trying too hard to be agreeable.

To...

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Setting Expectations Has Changed My Business education entrepreneurship financial advisors Jul 29, 2022

Setting expectations has changed my business. Here’s how: 

One year ago, our clients thought we'd completely change their business within 30 days of starting with us. That was...

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Don't Systematize Your Sales Process education entrepreneurship sales Jul 22, 2022

I didn’t systematize my sales process until I knew what I was doing. 

I see a lot of people trying to make their sales process as efficient as possible to make more sales. 

And they...

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Are BIG Goals Counter Productive? financial advisors prospecting tips sales Jul 15, 2022

This is controversial: 

BIG goals are COUNTER-productive. Here's how: 

Let's say that your BIG goal is to bring in 20 clients this month. But last month you only brought in 3...

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Are You Working Hard Or Smart As A Financial Professional? education entrepreneurship financial professional Jul 08, 2022

Work smart, not hard.

Are you constantly answering the same questions from clients?

Try this simple process to save yourself time:

Whenever you get a question, create an answer and put it in one...

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Are You Making This Mistake As A Financial Professional? entrepreneurship financial professional prospecting tips Jul 02, 2022

Financial reps get it wrong all of the time.

People don't work with you because of your products or your company.

• They work with you because of YOU.
• They work with you because they...

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Can You Close New Business On LinkedIn In 2 Weeks? entrepreneurship linkedin prospecting prospecting tips Jun 24, 2022

You wouldn't expect to lose 45 pounds in 2 weeks. 

So don't expect to close new business on LinkedIn in 2 weeks. 

Far too often, I run across financial reps who need extra income ASAP,...

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Struggling To Close New Business By Yourself? financial advisor prospecting tips sales Jun 17, 2022

Not very good at closing new business by yourself?

If so, this will help.

The first step in improving on ANYTHING in life is...

Awareness.

As you can see in this graphic, there are 4 quadrants...

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Financial Professionals: Would You Work With You? financial advisor prospecting tips Jun 10, 2022

Would you work with you?

Be honest with yourself.

Many financial reps absolutely STRUGGLE with cold market prospecting because they act like a d*mn robot.

They sit there going through the same...

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Is Social Media Prospecting Better Than Cold Calling? cold calling financial advisor prospecting tips social media prospecting Jun 03, 2022

I get asked all the time, is social media prospecting better than cold calling?

The answer is, YES! 

The number one reason why social media is better than cold calling is because...

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Outbound Marketing VS Inbound Marketing: Which Is Better? financial services prospecting tips sales May 27, 2022

Short answer...

Outbound marketing is better than inbound marketing!

At least, in terms of response times.

Why's that?

Because, with Outbound, you are deliberately reaching out to your...

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Should You Use Templates or Scripts for Cold Market Prospecting? cold market linkedin prospecting prospecting tips May 20, 2022

One of the most frequently asked questions I get from prospects is, "Does your company give us scripts to use?", and the short answer is, "No". 

The reason being is, in order to cut through...

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