Bob Dylan might not have been thinking about advisors, but he was right when he said, “Times they are a ‘changin’.”
Our landscape is changing. In many ways, it has always been changing, forcing us to reckon with product changes, new regulations, and shifting tides in market forces and consumer preferences. Recently, however, change has been more rapid, and the influence of technology has grown more intense.
Best practices across your business are evolving, and that includes marketing and prospecting. Because of our work, we get to work with advisors around the country, and we have assembled some key insights into sales and marketing that are driving new levels of success. The good news here is that even in the face of challenging conditions, advisors are breaking into markets and capturing new business.
(Related: The Value of Prospects Who Don’t Close)
The changes required to get there might be uncomfortable at first, but the rewards are clear: new prospects, new business, new revenue.