Advisor Sales & Prospecting Lab

Overview

This session gives advisors the tools and strategies to generate leads consistently and convert them into paying clients. We’ll focus on practical, execution-driven tactics rather than theory, so you leave each session with a concrete plan to grow your business. Agenda: Best Practices in Prospecting: Leveraging Goalster, LinkedIn, and your network to identify and connect with prospects. Messaging That Converts: Crafting short, clear outreach messages that grab attention. Pipeline Building Techniques: Setting realistic activity goals and measuring results. Advisor Peer Spotlight: One advisor shares a successful tactic that others can replicate. Execution Commitments: Leave with 1–2 actions to complete before the next session.