About this Video

• Video Title: Client Builder Playbook Ep 3
• Channel: Client Builder Playbook
• Speakers: Brian Corrant, Larry Lewis
• Duration: 00:38:52

Introduction

This episode of the Client Builder Playbook for Financial Advisors discusses how effective marketing builds confidence and allows advisors to be more selective with clients. The conversation centers on the importance of having a sales process, qualifying prospects, and avoiding the pitfalls of scarcity mindsets which lead to accepting unsuitable clients.

Key Takeaways

• Marketing Drives Confidence: A strong marketing campaign provides a buffer, allowing advisors to affordably lose some clients while maintaining a healthy practice. This reduces the pressure to accept every opportunity, leading to better client selection.
• The Importance of Client Qualification: Taking on unsuitable clients leads to problems. A robust sales process includes a thorough client qualification step to ensure a good fit.
• Scarcity Mindset and Poor Client Selection: During lean times, advisors may accept clients who are not a good fit, leading to regret. A full pipeline of opportunities alleviates this pressure, enabling better decision-making.
• Having a Sales Process is Professional: Just as doctors and accountants follow processes, financial advisors should have structured sales processes to ensure consistency and professionalism. Sticking to the process helps avoid bending to client demands and ensures a better fit for both parties.
• The Prospect's Dysfunctional Process: Prospects often mislead or lie to get free information or consulting. Advisors need to recognize this pattern and avoid falling prey to it through effective qualification and maintaining a strong process.

This episode of the Client Builder Playbook for Financial Advisors reveals how effective marketing builds confidence and allows you to be more selective with your clients. We delve into the importance of having a structured sales process, qualifying prospects, and avoiding the pitfalls of scarcity mindsets. Learn how to build a strong pipeline, say "no" to bad fits, and create a more profitable and fulfilling practice. #FinancialAdvisors #ClientAcquisition #SalesProcess #Marketing #Confidence #LeadGeneration #FinancialPlanning #BusinessGrowth #SalesTips #ClientBuilderPlaybook #LarryLewis #BrianCorrant

Stop struggling to find clients! This Client Builder Playbook episode reveals how a strong marketing strategy builds advisor confidence, allowing for selective client acquisition. Learn to avoid the pitfalls of scarcity mindsets, implement a robust sales process with effective prospect qualification, and build a pipeline of ideal clients. Discover how to say "no" to bad fits and create a more profitable, sustainable financial advisory business. #FinancialAdvisors #ClientAcquisition #SalesStrategies #MarketingForAdvisors #FinancialPlanning #BusinessGrowth #LeadGeneration #HighTicketSales #ClientSelection #Playbook