Tired of the "roller coaster" feeling in business?

#businessownertips #financialadvisor #generatingleads #prospecting #prospectingtips #thefinancialadvisoracademy Jul 07, 2023

You know -- where you have a good month, made a good amount of money --you're feeling great, brought on a bunch of new clients/assets/premium...

Then you pick your head up, look at your calendar and open inventory list and think: "sh*t, I feel like I'm starting from SCRATCH all over again."

Cut to: Pit in your stomach, anxious and stressed out 😰

If you resonate with this, I tooooooootally get it. Because this was me to. a. freaking. T. for YEARS.

In fact, this post was actually *inspired* by this feeling creeping back in earlier this week. Here's what happened...

My goal is to have 2 amazing advisors join my revolutionary coaching program: The Financial Advisor Academy each week.

Last week (the first week of May) I had 🔥 FIVE incredible advisors join 🔥. I was (and AM) stoked. Like, so excited to blow-their-minds with these next-level prospecting tactics & strategies. 👏

And come this week, I took a look at what was potentially coming through the pipeline, and it felt.... empty.

It was the vibe of: "Okay, cool, I had a bunch of advisors just sign up... now what?"

Have you ever felt that in your own business? Where you have a good month -- then suddenly -- you're wondering, okay, what's next?

If you're like I used to be, you get back to the grind. Dialing, prospecting, you're on LinkedIn, maybe cold calling.... you know, doing all the things.

It feels like you're pushing a boulder up a hill, but hey, that's what business is all about.

You look back. Your months look like this:

👉 January... $12k

👉 February... $3k

👉 March... $18k

👉 April... $5k

You're doing decent -- surviving -- but you feel like you're putting in a WHOLE lot of work for mediocre results. 😟

If this sounds like a pattern you've been in -- trust me, I feel you. I used to have such swings in my income -- and I thought it was just "normal" to be stressed out -- and to use the stress as a motivator to keep going.

Nowadays? In my business there's still variability, sure, but I have a BASELINE of what I accept each month (minimum $25k/mo). And my monthly income ranges from $25k - $65k each month.

👉 There's one thing I did that completely changed my income consistency.

And if you're tired of the roller coaster feeling, this might be for you, too.

Most advisors that feel the "roller coaster" feel it because they're focused on the wrong things.

They're focused on closing business (old news), instead of focusing on KEY revenue generating activity for an advisor: 💸 Generating Leads (aka: prospecting).

If you look at your business right now and realize your focus is on closing business, you're looking at something that is -- as I like to call it -- "old news."

The folks in your open inventory are already in process. Your priority should be to find NEW people to talk with, every. single. day.

If that sounds overwhleming -- I promise you, it doesn't have to be.

🔥 What if I told you it's possible to create a prospecting SYSTEM that is effortless, effective, and... fun?!

And that by learning this provenstep-by-step system, you can start to generate inbound leads, consistent referrals, and ultimately start having more consistent revenue.

If getting more incredible leads/referrals is your jam, The Financial Advisor Academy might be for you.

If you're interested in exploring, send me a DM and we can have a 15 minute chat to explore if this is right for you.

To your massive success,

Scottie


Published by

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