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.

Habits > Goals entrepreneurship financial professional linkedin prospecting success mindset Nov 29, 2022

Habits > goals

Habits represent your daily actions, and goals represent the end result.

For example...

Habit: Send 50 LinkedIn Invites every single day to ideal prospects
Goal: Get 15 Intro calls...

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You Really Aren't "Too Busy" entrepreneurship financial professional sales tips success mindset Nov 17, 2022

You really aren't "too busy".

You're just not good at:

• Learning to say "no"
• Delegating work to someone else
• Using technology to automate some of your tasks
• Time...

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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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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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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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Wanna Get Your Prospects More Interested? financial professional prospecting tips sales Aug 23, 2022

Wanna get your prospects more interested?

Follow up less.

For example, if you normally follow up 2 weeks after your last point of contact, try 4 weeks, instead.

This works because it shows that...

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Focus On ONE financial professional prospecting tips sales Aug 17, 2022

Focus on ONE.

- One client
- One recruit
- One partnership

ONE key relationship can be more powerful for your business than 1,000 weak relationships.

The intentions you have when you prospect are...

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Branding Is A Joke, Right? financial professional linkedin prospecting personal branding Aug 13, 2022

Branding is a joke, right?

Wrong. 

A national research study conducted by Brand Builders Group reveals that Americans believe it's important for Financial Advisors to have an established...

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Messaging Over LinkedIn DMs Is NO Different From Talking In Person financial professional linkedin prospecting prospecting tips Aug 10, 2022

Messaging over LinkedIn DMs is NO different from talking in person

So throw your weird, formal greetings out completely.

Such as...

- "Hello"
- "Dear Mrs."
- "Hello Sir"
- "Greetings Miss" 

We're in...

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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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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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