The Introvert's Guide to a Successful Financial Planning Business

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year…

➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000.

⁠​Click here to register​⁠ & be sure to block off the time in your calendar!!

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Ok my friends, let's talk about being an introvert and still building a successful practice.

When I first started my career as an advisor, I did it ALL. Everything I was "supposed to do."

🙅 going to networking events & trying to get business cards

🙅 blasting messages on Facebook to old friends / colleagues

🙅 cold calling chamber of commerce people

🙅 hitting up my alma matter on LinkedIn

🙅 telling myself “okay, you gotta ask for referrals in every meeting this week!”

… etc. etc. You name it, I did it.

And, I saw results. I mean, you throw enough spaghetti at the wall, something usually sticks.

But, I was miserable. Like, really, really burnt out.

Maybe you're here with me (burnt TF out) or maybe you're just kinda tired of the rat race of go go go every damn day.

And I learned -- for me -- that I was so burnt out because I was doing so many activities that were sapping my energy every day.

Understanding myself deeper, I started to better understand my own energy levels, what depletes me & what fills me with energy -- and THIS my friends is the key to building a successful practice.

So, here are some high level recommendations based on your energy:

If you're an extrovert, these prospecting strategies will work

• Going to networking events
• Asking for referrals in every meeting
• Cold calling
• Social prospecting / social observation
• Partnerships with CPAs
• Keeping 20-30 meetings each week

If you're an introvert, OR someone who wants to simply work less OR you just have less energy than other people, these are the strategies that work:

• Using technology to get referrals instead of sheer willpower of “ask in every meeting”
• Creating automations to get leads on repeat
• Having 1 day off per week to recharge
• Not feeling like you’re BOTHERING people when asking for referrals but instead getting people to refer you INBOUND leads
• Creating an Automated Linkedin Campaign
• Email Marketing
• Nesting at Companies
• DPM (dedicated prospecting meetings)

Ready to dig deeper? Listen to the full episode: The Introvert's Guide to a Successful Financial Planning Practice and once you check this out, let me know on IG ​@thefinancialadvisoracademy​ what you think!