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.

Developing A High-Performing Team Isn't That Complex education entrepreneurship financial professional Oct 12, 2022

Developing a high-performing team isn't that complex.

• Show EACH team member how much you care
• Talk to EACH team member to understand what they are driven by
• Discuss what end...

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Another Financial Advisor Leaving The Industry entrepreneurship financial representatives financial services success mindset Oct 11, 2022

And there goes another one.

Another Financial Advisor leaving the industry.

Month by month, I find myself mid-conversation with a financial professional, and one tells me:

"Business is going great!"

...

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The Correct Strategy To Get A LinkedIn Connection On A Meeting With You appointment setting financial professionals linkedin lead generation online prospecting Oct 06, 2022

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...

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Ask Better Questions, Get More Clients finacial advisors linkedin prospecting sales tips social media prospecting Oct 05, 2022

Ask better questions, get more clients.

What if finding "perfect" prospects came down to the quality of the questions you're asking INSTEAD of finding the "perfect" prospect?

For example, compare...

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Ever Heard This From Your Prospect? financial representatives prospecting online prospecting tips success mindset Oct 04, 2022

Ever heard this from your prospect?

"How about you follow up with me in 30 days?"

...uh... how about no? That's 8% of an entire year

Next time a prospect asks you to follow up in 30 days, push back a...

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The Best Financial Advisors Aren't Experts At Finances education entrepreneurship financial professionals financial services Oct 03, 2022

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...

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Not Using Your CRM Regularly Is Preventing You From Making More Money financial representatives prospecting tips sales Sep 29, 2022

Not using your CRM regularly is preventing you from making more money.

I've heard a study which mentioned that only 3% of buyers are ready to make a purchase when you first reach out to them.

THREE...

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The 6 Steps To Never Run Out Of Leads On LinkedIn linkedin lead generation linkedin prospecting prospecting online Sep 29, 2022

The 6 steps to never run out of leads on LinkedIn:

(Yes, it is this simple)

1. Optimize your LinkedIn profile

 None of the below points matter if people don't take you seriously, and people...

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Ask. Ask. Ask. Ask. Ask entrepreneurship financial advisors sales tips Sep 28, 2022

Ask. Ask. Ask. Ask. Ask.

Yes, it can be awkward to ask for the sale.

Yes, your gut might be telling you not to do it.

Yes, your prospect might not SEEM interested.

But you are never 100% certain if...

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How Much Work Goes Into Quality LinkedIn Content? education financial professionals linkedin prospecting Sep 27, 2022

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...

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Best Method I've Used To Achieve Goals financial representatives goal setting linkedin prospecting Sep 22, 2022

This is the best method I've used to achieve goals:

Why is it a MUST for you to actually complete 100% of your daily action items?

And by "daily action items" I mean daily activities such as cold...

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Ever Had A Prospect Blow You Off After A Great Introduction Call? financial professionals prospecting tips sales Sep 21, 2022

Have you ever had a prospect blow you off after a GREAT introduction call?

Meaning, everything was going great and then the prospect got very cold and distant with you?

Perhaps it's because of the...

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