The Advisor Solutions Podcast EP 53- Creating Urgency and Maintaining the Momentum

Do you ever feel like your pipeline is stuck? You know why prospects need to take the next step, but for some reason, they don’t seem to have any urgency to want to meet, send you their statements, or even make a decision on the recommendations that you’ve worked so hard on to help them reach their financial goals.

If so, know this… YOU, are not alone.

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for creating urgency in their sales pipelines and maintaining momentum!

The reason is that they’ve never really learned the processes to help their prospects want to take the next step. Rather, they accept the prospects’ start-stop mentality as a natural part of the prospecting process as well as thinking that prospecting is purely a numbers game, living by the law of averages in the percentage of people that just won’t take action.

In this episode, learn about how to create a sense of urgency and maintain momentum in your sales pipeline so that you can effortlessly add people to have move them through it.