Prospecting, networking and referrals
To be successful, advisors need to build foundational skills to grow their client base. Your expertise and engagement are invaluable for building their network and clientele. The information you’ll send and discuss with them in this topic area, combined with the resources in the Learn and Connect sections of the website and app, will push them beyond their comfort zones and expose them to new perspectives.
Spark meaningful conversations to motivate each advisor.
What is your biggest barrier to asking for and receiving referrals?
Do you have any connections to centers of influence you could build on?
How can you utilize your existing network(s) to find new clients?
Can you share a strategy or tip from a piece of content in your Weekly Growth Plan?
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Build trust before you meet and keep it going.
Trust often develops over time, but there are ways to nurture and deepen it with intentional effort and the right strategies. Here we’ll focus on finding new clients through effective prospecting, networking and referrals.
Build relevant background
Let’s start with a solid foundation. Go to the Learn section and explore at least three resources (including the ones below) that interest you within Prospecting or Referrals. Be prepared to discuss them at our next meeting.
Put advice into practice
Next, find a Webcast within Prospecting or Referrals that’s focused on the basics. Take notes and choose something from it that you can start applying to your work today.
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.