Content

Trying to build rapport with prospects is overrated Feb 14, 2025

I used to think building rapport with prospects on LinkedIn was necessary.

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Think LinkedIn prospecting doesn't work? Here's the raw truth. Feb 10, 2025

Prospect: "I have tried LinkedIn outreach and it doesn't work"

Me: "Sorry ...

Why giving up on outreach too soon is a huge mistake Feb 06, 2025

I've seen the same scenario play out hundreds of times with financial advis...

Quality clients, quality life Feb 04, 2025

Please, for the love of God, work with quality people if you can afford to ...

Completing, NOT competing! Jan 30, 2025

This quote from an advisor last night was so good that I needed to share it...

Is your prospective client really not interested? Here's what to do if you're unsure Jan 29, 2025

This 1 aspect of prospecting makes a lot of financial advisors second-guess...