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Financial Collaborators
Private • 512 • $99/m
Client Acquisition Academy
Public • 281 • Free
8 contributions to Client Acquisition Academy
Apr 19 in
Consultation from LinkedIn
I just had a consultation that resulted from me reaching out to one of my followers on LinkedIn. It’s so much easier to have a consultation with someone already attracted to me. Don’t give up. I thought she initially ghosted me but I found a spam message she sent that I didn’t read until a month later and kept following up with her until at rescheduled for today. It seems likely she will become a client soon and she is someone in my niche. 😊
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New comment Apr 26
2 likes • Apr 25
@Sandra Park Any updates from that appointment? Loving your content on LinkedIn!
2 likes • Apr 26
@Sandra Park I’ve learned many times in my sales career in financial services and outside, that following up is key. It’s a challenge to do that without sounding like you’re chasing them, but it’s better to stay top of mind. People move really slow when it’s time to make a decision or a change. It could be taken as a sign that they’re ghosting, but that’s many times, my assumption rather than what’s really happening.
Apr 23 in
Connection responses
Anyone have any scripts they use for LinkedIn after someone accepts their connection request? Maybe some scripts you use to tell them what you do and ask for an appointment? What's working for you when it comes to prospecting on LinkedIn?
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New comment Apr 25
1 like • Apr 25
@Ermos Erotocritou do you usually focus on trying to generate inbound leads with your connections, or do you ever ask for appointments or offer free consultations/portfolio reviews?
Apr 9 in
All Day Call Days
No Fluff, here are the numbers: My Partner and I have done 2 all day call days on old (up to 2 year old) leads. 387 Total calls 121 Reached 35 1st Meetings set 7 first meetings run live during the day 6 Fact Finds set on the day Its not Rocket Appliances
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New comment Apr 26
1 like • Apr 23
What's the stats on the end result so far?
1 like • Apr 23
That’s awesome. I really like seeing these numbers displayed this way. It’s a numbers game!
Apr 15 in
Recommendation for Series 65 Coarse
Team: I'm looking for recommendations for the best Series 65 course to take. I'm looking to take the exam within the next 2 months. Theres a ton of them available, just looking to see what has worked best for you and WHY? Thanks in advance!!
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New comment Apr 23
2 likes • Apr 23
I wholeheartedly agree with @Sandra Park . I used Kaplan for all my certs and recently passed the 65 with Kaplan. The QBank is definitely a must. In fact, I used the QBank as my main source for study. There’s over 4K questions in the QBank and all I did was take quizzes with 130 questions 2x/ day and then smashed the exam. Kaplan’s QBank is rigorous and if you can get a 70% on 10 practice exams, you’re pretty much sure to pass.
Mar 24 in
Existing clients
Anyone have any ideas on how to get more of an existing clients investable assets?
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New comment Apr 25
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@eli-jackson-7035
Follower of Christ. Family man. Finance guy. Free resource on how to create a spending plan in the link!
Active 169d ago
Joined Feb 29, 2024
Burbank, CA
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