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.

Insecurity & Internal Struggles education financial advisors success mindset Sep 20, 2022

I'm gonna switch up my demeanor today.

I talk A LOT about taking personal responsibility & being accountable, but today, I want to discuss a concerning topic.

The topic is: Insecurity &...

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Should You Send The Exact Same Script To All Of Your Prospects? financial advisors financial representatives online prospecting Sep 16, 2022

Should you send the exact same script to all of your prospects?

And the answer is...

No.

This 1-minute video explains why you might want to stop.

Feel free to let me know what you think - this (using...

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The 3 Most Common Types Of LinkedIn DMs You'll Receive financial advisor linkedin prospecting prospecting tips Sep 15, 2022

The 3 most common types of LinkedIn DMs you'll receive:

1. The Direct Pitch - this is where someone tries to sell you their product/service right away.

2. The Consultative Questioning - this is where...

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You Don't Have To "Grind" All The Time When You Do Fee-based Business education entrepreneurship financial professionals Sep 14, 2022

You don't have to "grind" all the time when you do fee-based business.

So many financial professionals push life insurance all day, everyday, and then wonder why they constantly feel burnt out.

It's...

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You Post Content To Be "Seen" By Your Prospects content creation education financial representative linkedin prospecting Sep 09, 2022

You post content to be "seen" by your prospects.

You reach out to your prospects to talk directly with them.

If you only post content, many people will never see your content, so they will have NO...

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Is Your Game Plan Clear? entrepreneurship finacial advisors sales tips Sep 08, 2022

Is your game plan clear?

Like, do you actually know EXACTLY what work and how much of it to be doing each day?

Or are you just guessing?

Let me explain...

1. Failure salesperson:

I want 10 new clients.

...

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Giving The Prospect Too Much Time To "Think On It" appointment setting financial professionals linkedin prospecting prospecting online Sep 07, 2022

Found a qualified prospect on LinkedIn.

Great LinkedIn Direct Message (DM) conversation.

Great introduction call.

Scheduled the closing call while on the intro call.

Prospect rescheduled the closing...

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Can You Explain Another Person's Problem Clearer Than They Can? entrepreneurship financial services sales tips Sep 01, 2022

"If you can explain another person's problem clearer than they can, they automatically assume that you know the answer."

Stop. Reread that. And then think on it for 15 seconds.

Do you know one of...

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Is Handling Objections Rocket Science? financial professional prospecting tips sales tips Sep 01, 2022

Is handling objections rocket science?

No, it's sales.

And I've distilled my process of handling objections into 4 steps:

1. Pause for 30 seconds

2. Thank them & show understanding

3. Ask a...

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Record That Sales Call financial representative financial services sales tips Aug 31, 2022

Record that sales call.

It might be the ONE thing holding you back.

• You've put in the work to prospect a lot of people on LinkedIn
• You've finally started to get prospects on an intro...

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The Problem With LinkedIn Prospecting entrepreneurship financial professional linkedin prospecting Aug 30, 2022

The problem with LinkedIn prospecting is that people don't get started until they NEED the results.

• They NEED that next client
• They NEED that next recruit
• They NEED that...

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I Hate Sales financial advisor prospecting tips sales tips Aug 29, 2022

"I hate sales".

Haven't we all heard this from someone before?

And did they have much (or any) experience in sales...?

Nope...

This is what we call a "baseless objection".

Something that is not...

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