Create a Prospecting SYSTEM & Make More Money THAN YOU KN...

What this episode covers

Welcome back to the STJ Success + Money + Mindset Podcast! In today's episode, Scottie discusses the importance of creating a prospecting system for financial advisors to generate more leads, referrals, and ultimately grow their business. First, he highlights the two segments of a financial advisor’s business - leads/referrals and client flow - emphasizing the need to focus on lead generation to avoid getting STUCK. Scottie then outlines the SIX key strategies as part of a bulletproof prospecting system: 1. Creating a rinse and repeat process for asking referrals in meetings 2. Utilizing LinkedIn for direct message outreach campaigns 3. Implementing a method to train clients to send inbound referrals (The "No Ask" Method) 4. Dedicated prospecting meetings (“DPM”) 5. Getting referrals through LinkedIn 6. Email marketing Want to dig deeper & scale to $25k/mo? Check out my FREE Training for Financial Advisors: https://www.scottietaylorjr.com/prospecting-system

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Frequently Asked Questions

How long is this episode of Success + Money + Mindset?

This episode is 20 minutes long.

When was this Success + Money + Mindset episode published?

This episode was published on August 6, 2024.

What is this episode about?

Welcome back to the STJ Success + Money + Mindset Podcast! In today's episode, Scottie discusses the importance of creating a prospecting system for financial advisors to generate more leads, referrals, and ultimately grow their business. First, he...

Can I download this Success + Money + Mindset episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.