Episode 123. The 8 Forms of Prospecting

May 17, 2024

Sten and Andy explore the prospecting spectrum and strategies for attracting clients. 

They examine the typical experience advisors face when seeking new clients and the common pitfalls of the “activity at all costs” mindset. If you’ve ever felt like you’re spinning your wheels without attracting those dream clients, this episode is for you.

From Brute Force to Targeted Strategy:

They explore the full range of prospecting methods, from the brute force approach (think cold calling en masse) to the more refined targeting strategy. Sten shared why brute force should be a stepping stone, not a destination, and how to evolve your methods to work smarter, not harder.

Elite Networking Insights:

Ever wondered how to leverage your existing network without feeling like you’re using your friends? They talked about that too. Here’s a hint: it’s all about adding value and being seen as a professional resource.

Targeting the 10%:

They also touched on the concept of the 10% group from the “Blue Ocean Strategy.” It’s about finding those untapped markets where competition is less fierce, and opportunities are ripe for the taking. Think business owners and real estate professionals who might not even know they need your services yet.

Content is King:

Lastly, they discussed the transition to becoming a content machine. Imagine creating a platform that draws in leads while you sleep – that’s the dream, right? They share how to make that a reality.

Get the Prospecting Spectrum Guide: https://eadvisornetwork.com/prospectingspectrum

Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Go to StenMorgan.com/apply.



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To Your Success,
Sten J. Morgan, CFP®, ChFC®

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