
Ep 72 - If you’re not getting inbound leads, your business is broken. Here’s why (& how to fix it!)
Moe Ghandour
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<p>If you’re a Financial Advisor and want to build a sustainable, fun, and profitable AF business, you need to be getting inbound leads. </p> <p><strong>Period.</strong></p> <p>Why?</p> <p>Well, aside from the obvious “It would make my life easier” answer…</p> <p><strong>😰 The real answer is that because 90% of the “hustling” you’re doing is around prospecting / getting more leads. </strong></p> <p><strong>🔥 And if you can learn how to get inbound leads, your entire business will transform.</strong></p> <p>And here’s where this revelation came from.</p> <p>Over the past few weeks, I’ve been meditating on and thinking about my prospecting system.</p> <p>I’ve been an advisor for the past 6 years. </p> <p>In my first 2 years, I was HUSTLING. I had no strategy, no systems – I just had a strong AF desire to make this career work, and a goal of $250k of revenue.</p> <p>After hitting that goal in my second year and being burnt TF out, I knew there had to be a different way to continue growing.</p> <p>I hit $250k, but I wanted to make $500k. And I definitely could NOT work 2x as hard (I was already working 6-7 days a week).</p> <p>When it comes to being an advisor, I think about business in two segments: </p> <ol> <li>Lead generation (dials, referrals, cold calling, etc. etc.) and</li> <li>The client flow (meeting clients & taking them to action).</li> </ol> <p>The client flow, I’ve learned, is the easiest part of the business to automate and streamline. You can hire people, delegate tasks, and make that part of the business streamlined AF.</p> <p><em>The front end, though, is where I (and a lot of advisors) got tripped up.</em></p> <p>When I looked back to 2018 and 2019…I realized something shocking.</p> <p><strong>90% of the reason I was “hustling” so hard was because I was constantly trying to meet enough people to talk to & schedule FactFinders with. </strong></p> <p>The “hustling” looked something like this:</p> <p>🚫 I spent HOURS on LinkedIn adding & messaging people</p> <p>🚫 I would cold call and co
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Ep 72 - If you’re not getting inbound leads, your business is broken. Here’s why (& how to fix it!)
Moe Ghandour