What if I told you that leads are not the main problem in your business? Most advisors think the reason they’re stuck is because they don’t have enough leads—but the truth is, it’s not about getting more, it’s about the method of how you approach them. COT & TOT level producers don’t always get better leads, but they do know how to turn any lead into a real appointment—an appointment that converts. Once you get this right, you’ll always be able to pack your calendar with the leads you already have (and the future ones you’re buying). In this episode, I break it all down—straight from a live training I conducted for over 100 advisors at Ascendance Wealth Management (AWM) in Singapore.

Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and earn more money.

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