Like so many other things, the pandemic slowed down business growth for many — and not just in our industry. It’s possible your clients, or prospective clients, are worried about their own industries, making them more reluctant to reach out for financial planning.
In 2019, 41% of financial advisors were aggressively adding new clients. Today, that number is down to 26%, and not because we’re not trying. 65% of advisors who work to generate leads through a website find it ineffective. You need additional opportunities if you’re going to transform into a High Performing Practice.
Once you’ve gotten in front of your prospects, use our Income Alpha approach. It’s a unique strategy to speed that process up. With Income Alpha, we can increase lifetime income by more than 15%. We can increase legacy to the beneficiaries by more than 300%. And we can improve the probability of success by more than 25%.
So, I encourage you to reach out to our retirement income consultants at (800) 589-3000 to learn how Income Alpha can help you become more valuable and how our automation and how our lead generation ideas can help you grow your business as we head out of the pandemic.
A three-pronged approach focusing on automation, digital messaging and the right words to use when talking to prospects can help you transform your business to a High Performing Practice.
© 2018 Ash Brokerage LLC.