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.

Ever Heard This Response From Someone? education financial advisors online prospecting Nov 22, 2022

Ever heard the below response from someone?

"I'm not interested, but I'll reach out if that changes."

And let me guess...

No one has ever reached out after they told you they would, right?

They just...

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People In Sales - Let's Give Some GRACE To Each Other education financial representatives sales success mindset Oct 27, 2022

People in sales - let's give some GRACE to each other.

- Let's be less harsh when someone else is prospecting us

- Let's only schedule meetings with people trying to prospect us if we're actually...

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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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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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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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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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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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You Get What You Tolerate education entrepreneurship financial advisor Aug 18, 2022

You get what you tolerate.

• Sick of prospects being rude to you? Make it clear that you won't tolerate it.

• Sick of having new team members quit on you? Ask them why they're...

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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 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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