Entries by Dave Faulkner

Prospecting with Razor Leads: Part 1

For many financial advisors, client acquisition is a poorly defined activity – largely consisting of asking existing clients and centres of influence for referrals – and usually done without much structure or process. This is surprising because prospecting is regularly ranked as a top priority among advisors.

Prospecting with Razor Leads: Part 2

Razor Leads is a client-facing retirement income calculator that anyone can use to calculate their potential retirement income and compare it to others. After calculating their potential retirement income, prospects will then have the option to connect with a RazorPlan™ advisor to further analyze their situation.

Prospecting with Razor Leads: Part 3

This post outlines a business development strategy you can use to grow your practice using Razor Leads. Activities are recommended on a daily, weekly and monthly basis and can be implemented by yourself, your administrative support staff or external contractors.