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A strange (but effective) follow up email for financial advisors
Sometimes clients go quiet, stop responding to financial advisors. Even after positive first meetings... where they express enthusiasm about meeting again. Suddenly, and without reason, silence.No...
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A surprising “success story” email template
In B2B sales, storytelling builds a connection. Product features are boring unless customers envision using them to their advantage. Hence, we tell a success story... as a lure. However, most success...
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LinkedIn for financial advisor marketing
There's a difference between a LinkedIn marketing campaign and a sales outreach effort—to get client conversations started for financial advisors.If you don't know the difference, beware. Most advisors...
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Why cold email sequences fail (and what to do instead)
Do you give up on your cold outreach after one email? Most don't follow up. The best cold email sequences gracefully persist. But you cannot persist without a strong message sequence. Hence,...
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Appointment Email Templates: How to stand out
Many claim that appointment email templates no longer work. In fact, it has been said that cold email outreach has a 98% rate of failure. But what if we told you the majority fail because they blend in...
View ArticleAn unusual approach to cold email templates for financial advisors
This may come as a shock, but successful financial advisors are eliminating templates from email prospecting. In this article I'll share what we're learning from advisors in our customer community.We...
View ArticleDoes your sales engagement process include this?
Whether your sales engagement process uses social, email, phone/voicemail or a mixture it better include one element. No, it's not the world's greatest sales engagement software. It's the ability to...
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AI in sales – examples
Examples of AI in sales outreach Can AI start high quality conversations in sales outreach? Early signs are mixed. In an industry starved for better ways to get customers talking, artificial...
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Spark Selling Academy Review: Mike McKenna
Mike McKenna was leading his company, Core Scientific, in booked business. He had for a while. Until the end of 2021. Suddenly prospects got really quiet. He was on track to miss his usual growth...
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Sales breakup emails: How & when to send them
Should you send breakup emails to sales prospects? If yes, how and when? Consider the two most common situations where you're ending...a final, cold follow up email message where there is no...
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