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Have you ever lost a highly qualified and interested prospect to a competing financial advisor?
(If you answered "no," then you should know that you're lying to yourself…)
Almost every advisor has lost a prospect to another advisor. Problem is, your prospects who choose another advisor over you never tell you why they decided to go with that advisor. In fact, you'll likely never hear from that prospect ever again.
So, how do you prevent your prospects from hiring your competitors when you don't even know why they decided to pick them over you?
Well, if I had to guess why you lost a prospect to another advisor, I'd guess one of 12 reasons in particular.
Want to know the 12 reasons why prospects hire another advisor instead of you?
Listen now.
Show highlights include:
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If you have this sentence on your website, I can almost guarantee that you've lost business to a competing financial advisor (1:27)
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How brand-new financial advisors crush financial advisors with decades of experience under their belt because they understand this one marketing lesson (1:53)
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Why hiding your pricing on your website actually hands over your prospects to your biggest competitor on a silver platter (2:56)
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How to 7x your chances of turning a prospect into a paying client by doing something so obvious that most advisors neglect it (4:50)
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Why saying certain phrases like "tax loss harvesting" can make the most excited prospect hightail it to your competitor instead (and the reason advisors make this mistake so often) (9:06)
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7 tried and true ways to make prospects remember you more vividly than any other financial advisor they chatted with this past week (13:20)
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How to follow up relentlessly with interested prospects without coming across desperate and needy (16:57)
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The blunt truth about why prospects rarely hire the best financial advisor (they're searching for THIS instead) (18:54)
Related: 4 LinkedIn Mistakes Keeping Financial Advisors From Getting Clients