
Sign up to save your podcasts
Or
Sten and Andy explore the prospecting spectrum and strategies for attracting clients.
They examine the typical experience advisors face when seeking new clients and the common pitfalls of the "activity at all costs" mindset. If you've ever felt like you're spinning your wheels without attracting those dream clients, this episode is for you.
From Brute Force to Targeted Strategy:
They explore the full range of prospecting methods, from the brute force approach (think cold calling en masse) to the more refined targeting strategy. Sten shared why brute force should be a stepping stone, not a destination, and how to evolve your methods to work smarter, not harder.
Elite Networking Insights:
Ever wondered how to leverage your existing network without feeling like you're using your friends? They talked about that too. Here’s a hint: it's all about adding value and being seen as a professional resource.
Targeting the 10%:
They also touched on the concept of the 10% group from the "Blue Ocean Strategy." It's about finding those untapped markets where competition is less fierce, and opportunities are ripe for the taking. Think business owners and real estate professionals who might not even know they need your services yet.
Content is King:
Lastly, they discussed the transition to becoming a content machine. Imagine creating a platform that draws in leads while you sleep – that's the dream, right? They share how to make that a reality.
Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Go to StenMorgan.com/apply.
4.8
9191 ratings
Sten and Andy explore the prospecting spectrum and strategies for attracting clients.
They examine the typical experience advisors face when seeking new clients and the common pitfalls of the "activity at all costs" mindset. If you've ever felt like you're spinning your wheels without attracting those dream clients, this episode is for you.
From Brute Force to Targeted Strategy:
They explore the full range of prospecting methods, from the brute force approach (think cold calling en masse) to the more refined targeting strategy. Sten shared why brute force should be a stepping stone, not a destination, and how to evolve your methods to work smarter, not harder.
Elite Networking Insights:
Ever wondered how to leverage your existing network without feeling like you're using your friends? They talked about that too. Here’s a hint: it's all about adding value and being seen as a professional resource.
Targeting the 10%:
They also touched on the concept of the 10% group from the "Blue Ocean Strategy." It's about finding those untapped markets where competition is less fierce, and opportunities are ripe for the taking. Think business owners and real estate professionals who might not even know they need your services yet.
Content is King:
Lastly, they discussed the transition to becoming a content machine. Imagine creating a platform that draws in leads while you sleep – that's the dream, right? They share how to make that a reality.
Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Go to StenMorgan.com/apply.
3,201 Listeners
586 Listeners
3,505 Listeners
921 Listeners
273 Listeners
1,994 Listeners
1,007 Listeners
457 Listeners
245 Listeners
91 Listeners
2,033 Listeners
229 Listeners
104 Listeners
113 Listeners
944 Listeners