The "Secret" to Actually Working Less

#businessowner #financialadvisor #prospecting #prospectingtips Jul 13, 2023

If you know me well, you know my motto in business is #WorkLessMakeMore

And while it *sounds* great, I know a lot of people struggle with the HOW.

How can I actually work less AND make more money?

For most Financial Advisors, "working less" means making less money. If you've ever taken 1-2 weeks off of work and felt like everything completely STOPPED (like, all momentum just haulted) -- this is going to be a game changer for you.

Here's the "secret" to actually working less & making more.

Create a lead generation system. Period.

If you're an advisor, the #1 thing you should be focused on is bringing in new leads.

And for most advisors, bringing in new leads is a very ACTIVE process. Active as in:

  • You ask in meetings
  • You send out LinkedIn messages
  • You create Feed Lists
  • You attend Networking Events
  • You book Speaking Events
  • Etc.

The common denominator in all of these?

YOU. And not just you -- but your ACTION. All of these require you to show up live.

If you want a more sustainable business, the most effective thing you can do is to build out a system where you're constantly getting leads.

Here are ways you can create a prospecting system (this is not exhaustive):

  • Automate your LinkedIn outreaches
  • Train your clients to refer you leads (inbound referrals)
  • Nest at a company and have clients / HR refer you to new people that join the company
  • Hire a team member to handle marketing
  • Batch Feed List Creation & send out one email / week to an existing client to get referrals via email
  • Create a partnership with another professional (Lawyer, CPA, etc.) to get referrals

Regardless of what specific strategies you choose - the key here is to make sure they don't ONLY require your energy to be completed.

Of course, we still have to show up -- but the less relevant you can make yourself, the more you can #WorkLessMakeMore

οΏΌReady for more referrals?

Grab my free PDF - the EAR Method & start getting more referrals, ASAP

Grab the Free Strategy here: https://scottietaylorjr.ck.page/referrals


Published by

Scott Taylor Jr, CFA, RICP Financial Advisor
CEO | Prospecting Strategist | Founder of the 5 to $25k/mo Method