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.

It's Important For You To Not Use Too Much Jargon In Your Prospecting finacial advisors prospecting online prospecting tips Dec 21, 2022

It's important for you to not use too much jargon in your prospecting.

Meaning, don't use words/phrases that aren't COMMONLY used throughout society.

For example, I was typing out an email last week...

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I Take 5 Or So Minutes To Prepare For Every Intro Call I Have financial professionals online prospecting prospecting tips Dec 08, 2022

I take 5 or so minutes to prepare for every Intro call I have.

This allows me to:

  •  Learn more about the prospect I'm meeting with to create a more genuine conversation
  • Create specific...
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A Subtle "Hack" To Prospecting And You Probably Aren't Using It financial services prospecting tips sales sales tips Nov 09, 2022

There's a subtle "hack" to prospecting and you probably aren't using it.

And no, it's not some special "script".

It's humor.

We all laugh and joke around with friends and family, but then sometimes...

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Prospects No-show You When Your Prospecting Is Transactional financial professionals linkedin prospecting online prospecting prospecting tips Nov 07, 2022

Prospects no-show you when your prospecting is transactional.

So just because your prospect says they're ready to schedule a call with you does NOT mean you SHOULD right away.

Before scheduling the...

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You're Screwed If You Prospect On LinkedIn And Don't Use A CRM financial representatives linkedin lead generation prospecting tips sales Oct 18, 2022

You're screwed if you prospect on LinkedIn and don't use a CRM.

This is true because not using a CRM will force you to constantly need to start over.

Let's use an example to explain what I mean.

Let's...

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Posting Content On LinkedIn Is An Asset For You content creation financial professionals linkedin prospecting prospecting tips Oct 13, 2022

Posting content on LinkedIn is an asset for you.

Content is beneficial in ways such as:

• It allows prospects to learn about who you are which helps make your prospecting efforts easier (since...

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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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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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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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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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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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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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