Many financial advisors focus heavily on information, evaluation, computerization, education, and designations…often at the expense of strategic implementation and activation. They may be very, very busy, but often their energy is dissipated through complicated sophistication and massive diffusion.
Cotton Tip: There is no direct connection between being busy and being successful.
While many people believe that knowledge is power, it is timely knowledge put into action that makes the difference. To be successful, education must be balanced with activation…your ability to develop an adequate flow of the right prospective clients who fit your ideal client profile. Prospects need to be in situations where you currently have competence, confidence and can achieve consistency in results.
Many financial advisors limit their success because of the fundamental issue of ineffective activation, from scattered or ineffective marketing strategies combined with inadequate client acquisition skills.
While the symptoms vary, the solutions center on the right theories, tools, techniques and training that solve the fundamental problems.
Do you suffer from any of these symptoms?
Developing Advisors
Low sales activity
Inconsistent results
Not enough prospects
Poor prospecting skills
Feeling out of control
Not enough new clients
Seeing the wrong people
Lack confidence in interviews
Call reluctance or call avoidance
Inability to obtain good referrals
Can’t get in contact with people
People aren’t willing to see you
Unsure how to deal with Do Not Call
Not currently generating enough income
Don’t see clearly how you can succeed
If you are suffering from even a few of these symptoms, inadequate activation skills including ineffective marketing and poor client acquisition process are probably the root cause.
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