What motivates your prospects? Your first impulse is probably to say “they want a good retirement” and while true, it’s not a specific motivation. You’ll get some clients with an understanding like that, but it’s the same motivation every other advisor is assuming, so if that’s as far as you go you’re going to sound… Continue reading What Do Prospects Want From A Financial Advisor?

I spent my first few years running Facebook Ads doing a “try it and see what sticks” methodology.  I had more losers than winners, by far.  There were no structures, no principles, and no strategy.  If something worked, I couldn’t explain why. If it didn’t work, I couldn’t explain that either.  It wasn’t until I… Continue reading What Motivates Financial Advisor Prospects to Say “Yes”?