Partners in Prospecting
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Partners in Prospecting
Creating Personas – Everyday People
I once worked with an Advisor who was concerned that her pipeline was not full enough. I asked who her “ideal prospects” were and she…
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Partners in Prospecting
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…
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Partners in Prospecting
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…
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Partners in Prospecting
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…
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Partners in Prospecting
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…
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Partners in Prospecting
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…