What questions to ask to understand clients need in better way and how you decide what product to give him and why? When to involve your cpa to show him the benefit or you talk to cpa and show him the plan and explain? Do you prefer his cpa or your cpa? What else you can do to become more big ticket guy? What else?

The most underrated niche can be the most lucrative Instead of focusing on professions (lawyers, doctors, business owners) Niche down to a specific company or organization 12 Biggest U.S. Companies can be found in the graphic How to do it (example: Amazon) Rebrand your LinkedIn profile, website, and online assets to “Amazon Advisor" Find → online groups → websites → forums ↳ where Amazon employees hang out Learn → how they talk → what their concerns are → what problems they want solved Run campaigns on LinkedIn for Amazon managers and executives Turn your first 3 Amazon clients into case studies and gather testimonials Incentivise your Amazon clients to ↳ send you referrals of coworkers they’re close with Create content that’s specific to helping Amazon employees build wealth You will become the authority when it comes to Amazon employees You will know their benefits and severance packages better than they do and will become the go-to Advisor for Amazon managers and executives ----------------------------------------------------------------- I'm looking for 3 Advisors that want to try this strategy You will receive free coaching and resources My only ask is that we document everything I will create a step-by-step guide on how financial advisors can utilise this strategy to become insanely successful DM me if you are interested in participating

What are you currently doing to generate leads? Let's share ideas.

Want HUGE engagement on LinkedIn? Follow these steps Step 1. Post your LinkedIn profile link in the comments here 👇 Step 2. Click on each participants link. "Like" their post" Step 3. Post a thoughtful "comment" under their post. That's it. Let's go! https://www.linkedin.com/in/ermos/ https://www.linkedin.com/in/theinvestinglane/ https://www.linkedin.com/in/andrewzoll/ https://www.linkedin.com/in/andycosby/ https://www.linkedin.com/in/ianqaustin/ https://www.linkedin.com/in/kumargauravmortgage/ https://www.linkedin.com/in/davejmartin/ https://www.linkedin.com/in/financialcoachmitesh/ http://www.linkedin.com/in/rickmachtinger https://www.linkedin.com/in/sukhwant-singh-0087a0272/ https://www.linkedin.com/in/sandra-park-fs/ https://www.linkedin.com/in/wykein https://www.linkedin.com/in/holliewinkelaar/ https://www.linkedin.com/in/david-lagou

885 Total Calls over 3 all day call days 1st Meetings Set: 52 1st Meetings Ran: 17 Current Work In Progress: 5 Closed Fee Paying Clients: 3 Referrals Received: 2 Current Closed Business: $300/m Planning Fees $4,500 Commissions Pending Business from Closed Fee Paying Clients: $150k AUM with $25-50k Contributions per Year/Commissions: $16500 Pending Potential from "Likely" Work In Progress: $500/m Planning Fees, with $1.5M in Investable Assets (Likely being considered someone who has expressed direct intent to work with us but paperwork is not yet signed) Total Hours Committed: 17 hours with 2 Advisors These are the numbers guys take it however you would like