Build up your confidence and your business with our essential guide to being better at prospecting.

Good prospecting is crucial for the growth and scale of any financial planning firm yet remains something many financial advisers struggle with - whether due to a lack of confidence, time or knowledge.

We’ve compiled the insights of financial planning coach Yvonne Killian and Jason Bernic of Insane! Prospecting into one essential guide to help you be better at prospecting.

Download this eBook to learn:

  • The ultimate tips to attract (and retain) clients
  • A framework to identify your value proposition 
  • Ways to remove blockers and barriers to success
  • Underestimated and underused prospecting tactics 
  • Your practical prospecting action plan

Download (1.1 MB)