Encore : 3 Strategies For Finding 100s of Warm Leads

Tuesday at 3PM EST / 12PM PST: Discover A Hands-On Strategy for Building Power Relationships With Local Business Owners and Turning Their Employees Into Captive, Pre-Qualified Leads

👉️ Click to register!

🐒 Monkey Business

If you've ever been to Thailand, you've likely seen a monkey or two running around.

They're known to snatch snacks right out of your hands, but lately, things have taken a violent turn – violently injuring several people.

In response, Thai officials created a brand new monkey round up initiative to remove the animals from the streets.

So far, they've caught 37 monkeys and relocated them to zoos, but they’ve a goal to catch a total of 2,500.

No time to monkey around!

- Team Advisorist

In Today’s Issue 👇️ 

• Tactics to help bring in more leads

• The biggest networking mistakes to avoid

• Stats on Americans' money worries

🚀 3 Ways to Boost Leads

Inbound leads: everybody wants them, but few get enough. 🙃

According to research, inbound leads have been on the decline over the last year.

If your strategy is drying up, it's not just you.

Thanks to technology and the internet, our prospects have access to more information than ever before. They're becoming more and more empowered to research on their own and make moves independently.

But just because trends are changing doesn't mean you have to throw in the towel. Try these three top tips to get more leads. 📈

1. Beef up active prospecting and social selling efforts: Instead of the "spray and pray" tactic, take more time to research your prospects and send them a customized intro.

Email works, but send messages on LinkedIn, Facebook, and other social platforms, too. It also might be time to get your own content strategy rolling. With the right posts and videos, you can establish authority and attract your ideal audience's attention.

2. Dig through your CRM: Take a look through your CRM and find folks who originally said no or went with a competitor. There's no harm in checking in with them to see if they're still happy with their decision. 

You can also reach out to old leads to see if their situations have changed. For example, they could have received a large inheritance, recently retired, or started up a new business venture.

3. Expand your current relationships: If you haven't touched base with a client in awhile, reach out and have another discovery call. You could uncover new information that leads you to pitch a new solution. 

Don't forget about the power of referrals. Tap into your existing network and ask if they know anyone in need of advisory services. It really is all about who you know!

Headline Roundup

🏠 Affecting Your Clients

• Costs at Some Colleges Nearing $100,000/Year; Many Pay a Lot Less [CNBC]

• Job Cuts Jump to Highest Level Since January 2023 [FOX]

• Americans Think They Need $1.46M to Retire Comfortably [WSJ]

📈 Markets & Economy 

• Tech-Led Rally Fuels Stock Gains Before Jobs Data [B]

• Reuters Poll: USD to Stay Strong as Markets Delay Fed Rate-Cut Bets [Y!]

• Silver Prices are Nearing a Three-Year High [MW]

💼 Industry Roundup 

• CFA Level 1 Pass Rate Rises to 44%, Above Historic Average [FA]

• Commonwealth Ordered to Pay $93M+ in SEC Case Over Revenue Sharing [AH]

• Fees for Financial Planning are on the Rise: AdvicePay [IN]

📈 How to 2X-3X Your Lead Flow This Year

Last week’s training on strategies for generating free, warm leads was so much fun.

And judging by the 500+ of you who showed up – you got lots of value out of the techniques we taught.

Here are some of the comments that came zipping through the chat:

• Lorna Allen: “This is a GREAT idea.”

• Georgie Biggar said: “Gentlemen, this is amazing!”

• Christopher Hill: “This is 🔥🔥🔥🔥”

• SaVita Brooks: “Shut the front door!!!!”

Because we know not everybody was able to show up for the training, we’ve decided we’re going to put on an encore. 🥳

ENCORE EVENT: Tuesday @ 3PM EST

• A Hands-On Strategy for Building Power Relationships With Local Business Owners and Turning Their Employees Into Captive, Pre-Qualified Leads

• An Underground App That Helps You Find Niche Leads On-Demand (Whether They’re on LinkedIn or Not)

• How to Ethically Swipe High-Converting Funnels That Generate 5-15 Warm Leads Per Day…Even if You Aren’t Tech Savvy

These are dead-simple techniques that 99% of advisors haven’t discovered yet.

Any one of these strategies could be enough to help you 2x-3x the number of deals you close in 2024…if you’re a first-mover.

We’re opening this webinar up for the final time – so make sure you clear your schedule for Tuesday at 3PM EST / 12PM PST!

👉 Click here to reserve a free seat!

🤝 Mind Your Networking Manners

OK, we hope you know not to get too tipsy at networking happy hours. It’s not a good look! 😵‍💫

Aside from having one too many, minding your manners when hobnobbing with potential clients is a must…especially when it comes to those high net worth folks.

🚩 No one wants to be a walking red flag. Remember these tips before you walk through that door.

• Dress to impress. Even if you don't have the most expensive clothes, you can still look polished. Put on good shoes, make sure your hair looks decent, and don't wear anything ill fitting.

• Make eye contact. Maintain good eye contact without staring. This can be tricky, especially if it doesn't come naturally to you. If it feels too awkward, look at the person's nose while chatting for the same effect.
  

• Respect personal space. A good personal space rule of thumb for events is to stand between 18 inches and 4 feet apart. Anything closer could be uncomfortable.
  

• Don't look over their shoulder. Pretend whoever you're talking to is the most interesting person in the room. Looking over someone's shoulder could come off like you're looking for someone more important to chat with.
  

• Don't gossip. If you speak negatively of people who aren't around, the person you're talking to may get the idea that you'll do the same to them.

• Always follow through. If you promise to get information to someone you meet by a certain time, keep your word. To help you remember, jot it down in your notes app or put it in your calendar.

🗓️ Upcoming Industry Event Calendar

LinkedIn Marketing – 3 Trends That Are Working Now

Our resident LinkedIn lead specialist joins us this Wednesday at 12pm EST / 9am PST for a brand new Virtual Advisor Power Hour:

• The ‘5-Second Profile’ and how it impacts an FA’s ability to generate leads on LinkedIn

• The current language of LinkedIn today (and what every advisor needs to know to thrive)

• Extra steps that make a big difference in LinkedIn reach and engagement

Plus, special guest Tom Hegna joins Jeremiah Desmarais for a special chat!

👉 Click here to register for the free Power Hour!

🧮 By the Numbers

7 in 10

That's the amount of American adults who feel stressed about money. 

According to a new CNBC survey, top stressors outside of consumers' control include inflation (65%), economy-wide instability (35%) and high interest rates (27%). 

Personal stressors include a lack of savings (44%), credit card debt (26%) or a layoff or loss of income (16%).

For Americans to feel secure, they'll need no outstanding debts (59%), high levels of savings (47%) and ownership of their own home (45%).

✌️Good Vibes

One very special good boy from Alberta recently saved his owner's life.

While his owner lay trapped in a ditch, Hero the Akita ran across a field and started attacking a passerby and his dog. 

The passerby called police and animal services and when they arrived, they found Akita near a plot of grass and weeds and heard his owner's cry for help.

After the rescue had taken place, the passerby who was attacked became understanding of the situation and was thankful things turned out for the best.

The attacked man was able to pay the medical bills for he and his dog through a GoFundMe campaign. And Hero and his owner were reunited at last. 😌🐕‍🦺

Sharing looks good on you.

When you copy that link at the bottom and share it with a few financial planning colleagues, you look like the smartest advisor in the room by keeping them informed.

Plus, you earn rewards. Sweet.