Welcome back to the STJ Success + Money + Mindset Podcast!

In today's episode, Scottie discusses the importance of creating a prospecting system for financial advisors to generate more leads, referrals, and ultimately grow their business.

First, he highlights the two segments of a financial advisor’s business - leads/referrals and client flow - emphasizing the need to focus on lead generation to avoid getting STUCK.

Scottie then outlines the SIX key strategies as part of a bulletproof prospecting system:

1. Creating a rinse and repeat process for asking referrals in meetings

2. Utilizing LinkedIn for direct message outreach campaigns

3. Implementing a method to train clients to send inbound referrals (The "No Ask" Method)

4. Dedicated prospecting meetings (“DPM”)

5. Getting referrals through LinkedIn

6. Email marketing

Want to dig deeper & scale to $25k/mo?

Check out my FREE Training for Financial Advisors:

https://www.scottietaylorjr.com/prospecting-system