1 Step Back, 5 Steps Forward

There are many responsibilities Luke and I have at our firm. While all the responsibilities are important the main reason we are here is to bring in new 401k clients. This means we are responsible for identifying prospects, qualifying them, contacting them, setting appointments, and ultimately closing the account to bring them on board. We…

Setbacks In Education

If you remember from my earlier article Quest for Knowledge I shared the story line of my efforts to become as knowledgeable as possible in my industry. To do that I am enrolled in a program that will culminate with an opportunity to earn my CFP designation. That article was published right before I attempted my…

Be Intentional

Everyone knows the idiom “It’s not what you know, but who you know.” It has been used for decades by anyone looking to dish out advice. Of all the sayings this one rings as true as any. “It’s not what you know, but who you know.” We like to think that what we know matters,…

Focus Up

The first week in January Luke and I started a pretty intense and involved prospecting campaign. We created compelling, targeted marketing materials and started knocking on doors of local businesses with 401k plans. We went out every week without fail. After the marketing was created our process was pretty straight forward. We would look up…

A Fit Business Trip

I recently went on a business trip to Austin, Texas. When I found out I was going I was excited. Luke had gone months before and loved it. He gave me all the inside info on what to expect and what was in store for me. However, I did have one hang up. I was worried…

Filling the Pipeline

Today I had my second sales meeting. The opportunity came from my earlier prospecting efforts. This is a much smaller company with different goals and objectives compared to the the meeting with the previous company. If you want to catch up on the story from the previous company click here. This smaller company gave off…

First Prospect Sales Meeting

Today I had my first sales meeting with a potential client. To get the meeting I initially reached out to them with a very simple analysis of their 401k plan. The intention of the analysis is to show them where they may have some weaknesses and also where they could potentially save money. I dropped off…

Quest for Knowledge

Trying to become an expert in the financial industry is one of my personal and professional goals. However, I know that this is a monumental task and will take years. I am looking for…

The long road

Our journey started when we became financial advisors, joined the same firm, and met each other for the first time. We are both different and alike. We will admit we do have some big goals we are trying to achieve. We believe to be successful in business and in life takes consistent growth over time….