The Advisor Solutions Podcast EP 112- Unclogging the Pipeline: Part I

Do you ever wonder why some people seem to grow their business year after year while others might be stuck on a production plateau? It could be as simple as them knowing one thing you don’t know: how to unclog the pipeline.

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way to unclog their sales pipeline. They don’t take the time to understand each of the possible challenges that can clog the pipeline or the solutions that exist. As a result, they slow down or stop prospecting altogether, hoping they get an occasional referral or have an occasional client add additional assets.

This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline in Stage #1: The Initial Contact. These are not just theoretical concepts but actionable steps you can implement in your practice.