MOST ADVISORS THINK THEY NEED MORE LEADS. SOME OF THEM ARE RIGHT.
3
Areas scored
15
Questions, nothing to prepare
1
Missed opportunity, named specifically
Advisors lose opportunities in the same three places. The Missed Opportunity Finder shows you which one is costing you most.
The fifteen questions come from what we see in advisor practices every week. Three areas, five questions each. When you finish you will know which one to look at, and what to look at inside it.
It is worth saying what this does not do. It will tell you nothing about your investment process, your client service or your compliance. It only looks at how new business comes in and where it goes missing. That is a narrow question. It is also the one most advisors have never had answered.
The three below are things advisors say to us most weeks. One will probably sound closer to home than the other two. Worth noticing which.
01.
Pipeline and Prospecting
"I know I should be prospecting more consistently. I just never seem to find the time."
Where new conversations come from, and whether they happen on a schedule. Referrals, centres of influence, LinkedIn, outreach, and how fast you move when a new lead appears.
In a normal week, what makes a new conversation happen?
02.
Conversations and Conversion
"I get in front of good prospects and they seem interested. Then they go quiet and I never hear back."
What actually happens in the meeting. Whether you surface what triggered them to want help now, how the fee conversation goes, what you do when you hear "I need to think about it", and whether the next meeting is booked before this one ends.
When a good meeting ends without a decision, what usually happened in it?
03.
Follow-Up and Pipeline Discipline
"I follow up once or twice and then I am not sure what to say. So I stop. And the lead just disappears."
What happens between conversations. Whether warm leads are followed up on a schedule or from memory, whether you can see your whole pipeline right now, and whether anything is sitting in it without a next action.
What decides whether a warm lead hears from you again?
There is nothing more expensive than a missed opportunity.
The cost is invisible.
The opportunity already walked through the door.
It does not announce itself. It just does not come back.
You will get your Missed Opportunity Score and a straight answer.
Where your practice stands across the three areas, which one is costing you most, and the specific thing you are doing instead.
It is possible to score well on this. If your system is largely working with one narrow gap left, that is what it will say.
Specific enough to act on this week, or to disagree with.
01
Your score,
across all three
Where you stand in prospecting, in conversations, and in follow-up. Most advisors are surprised by which one is lowest.
02
Your biggest
missed opportunity
The area costing you most right now, and the specific thing you are doing instead.
03
Where to look first
Which area deserves your attention before anything else, and why that one comes first.
Here is what happens when you finish.
01.
Your results appear the moment you finish.
Your score, your biggest missed opportunity, and where to look first.
02.
A written breakdown lands in your inbox.
Matched to your score and to your lowest area, so what it says changes depending on how you answer.
03.
Book a Way Forward Session if you want one.
30 minutes, mostly questions. You leave knowing what is really holding you back and which change comes first. No pressure, and if something we offer fits, we will say so.
