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All posts tagged Prospecting

Richard Faiella speaks at client event

Come Together – A step-by-step process for planning Successful Client/Prospecting Events

Event organization is not easy – this is why there are professionals that have made careers out of it. If you plan events properly, prospect…

Financial Advice

Top 5 reasons Canadians DO NOT have a Financial Advisor

Credo Consulting released a research earlier in 2019 highlighting the Top 5 Reasons Canadians do not work with a Financial Advisor. This information might be…


Don’t leave me this way: Getting results from your voicemails

When I first started at Caldwell, I was tasked with making several cold calls to Advisors that didn’t know about our firm. My biggest frustration…


When your Prospect is “As Cold As Ice”

You’ve spent a few meetings probing and conducting a needs analysis. You’ve checked, double checked and triple checked to ensure your prospect is aligned with…


Do you want to know a secret? 5 Simple Steps to Creating Great Testimonials

I worked with an Advisor that was great at getting referrals from clients and this kept his pipeline moderately full. He decided to invest in…