Partners in Prospecting
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Partners in Prospecting
How to Create a Meaningful Client Survey – Tell Me Why
I believe in the value and importance in obtaining a pulse on existing clients and communication is paramount in solidifying the relationship. The disruption created… More
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Partners in Prospecting
Intergenerational Wealth Transfer Part II : The Kids Are Alright
In our last blog post We Are Family, we discussed three specific ways Advisors could get to know their clients’ children. After publishing that post,… More
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Partners in Prospecting
Intergenerational Wealth Transfer: We are Family
The next decade we will see a massive intergenerational transfer of wealth estimated to be $1 trillion, the largest in Canadian history*. Yet, there’s no… More
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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… More
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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… More
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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… More
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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… More
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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… More
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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… More