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.

What To Do When Your Prospects Are Getting Cold Feet? cold market financial advisor prospecting online sales tips Oct 20, 2022

I've had at least 4 prospects get cold feet (cancel the call or no show) going into our closing call the past 2 weeks because I gave them too much time to make a decision.

NO prospect needs months...

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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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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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Coining A Term: "Asks to Action" (ATA) entrepreneurship financial advisor linkedin prospecting Aug 24, 2022

I'm coining a term.

"Asks to Action" (ATA)

It's similar to a Call to Action, but it's more deliberate.

A Call to Action (CTA) is a direct OR indirect invitation aimed to prompt a response from your...

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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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You Can't Half-Ass Sales As A Financial Advisor financial advisor financial professional sales Aug 04, 2022

You can't half-ass sales as a Financial Advisor.

You have to be FULLY committed.

Is it easy?

Nope.

But is it worth it to put in the extra effort?

Absolutely. To say the least.

Do you REALLY believe...

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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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How Cold Outreach On LinkedIn Is A Great Long-Term Strategy financial advisor financial representative linkedin prospecting May 02, 2022

Use cold market prospecting to ESTABLISH yourself!

Here's how you can do it:

In a warm market, you typically don't have a previous history of being the "professional" that people listen to for...

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