cold calling doesn't work for financial advisors

Financial Advisors Cold Calling | it doesn’t work as well as it used to

Cold calling doesn’t work as well as warm marketing For financial advisors, warm is better than cold! Why? Because cold calling can be exhausting. Facing rejection time and time again is hard on the ego. Too many “no’s” can turn a positive advisor into at demoralized advisor and cause “zombie […]
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smart prospecting - financial advisor power hour

Smart Prospecting: What is a Financial Advisor Power Hour?

If you’ve read my blog for the last 11 years, you know that I’m a big believer in being productive, spending time prospecting, and being focused on people! These are the key business tasks that make a big difference in growing a financial advisor’s income. Having a Financial Advisor Power […]
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