Advisors often have a disempowering perspective of cold calling: that they don’t like it, they can’t wait to be done with it, etc. At the same time, cold calling creates a large amount of business building opportunities, particularly for Advisors looking to grow their practice, whose warm market it tapped out or those without a natural warm market. We help Advisors shift their perspective to one that energizes action and helps Advisors stick with it.
Overcome “I already have an Advisor”
We help Advisors learn key insights that will give them the tools to create powerful introductions that have clients want to meet with them. Advisors learn how to increase their odds of closing for the appointment.
Telemarketer vs. Sales Professional.
Advisors have shared a common disdain related to cold calls - that they’ve become telemarketers. We assists Advisors in delineating what makes them feel like a telemarketer and what a telemarketer is to them – a nuisance, someone you want to hang up on. After coaching sessions Advisors understand the difference between a Telemarketer and a Sales Professional and develop comfort and confidence while cold
Results for a one month period with 2 groups of Advisors
Group I: 19 Advisors who had been in the coaching program for 15 weeks and Group II: 13 Advisors in the coaching program for 2 weeks. Total combined results for the month:
244 meetings were conducted from cold calling
