by Deepak Patel
If You Are A Financial Advisor or Insurance Agent Looking To Get Clients & Increase Production…This Will Be An Important Article To Read Right Now
Before I show you the modern-day prospecting methods that are working well for me and my advisor clients,
Let me show you how most advisors and agents have been doing when it comes to lead generation and client acquisition…
The “Traditional” Methods of prospecting
Most advisors love to have a “Meeting” with their ideal prospects and most Advisors feel pretty confident in their ability to close “if” they get in front of right prospects
BUT…
Most advisors HATE prospecting
Why is that the case?
Well, it is because the so-called “old age” methods are really painful and they do NOT work as well these days
You see, people don’t buy the way they used to buy even 5 years back.
Here’s what most advisors are taught to do:
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Go to Natural Market (a.k.a sell to friends and family)
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Cold Call
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Door Knock
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Host Dinner Seminars
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Attend Networking Events
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Join BNI Groups (where all members are trying to sell each other)
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Find a COI (Centre of Influence) partner - CPA, Attorney, etc.
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Referral - “The best compliment you can give me is to refer me to your friend” - seriously?
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Social Media Madness - content posting provided by the company, messaging, boosting posts, waiting for likes, shares, follows, daily videos, etc. - Sorry, this is not the right way to get clients today. SURPRISED?
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And more…