Prospecting in Times of Crisis

Many advisors stop marketing during times of crisis. This is a mistake because clients and prospects want to hear from you. History has shown us that these times of crisis are also times of great opportunity.

Robert Sofia is recognized as one of the brightest and most successful marketers in our business. He's lead marketing for RIAs to raise $100's millions in AUM during the 2007-2008 financial crisis. Now as CEO of Snappy Kraken, he helped over 2500 advisors add an average of 30% to their revenue growth in the middle of the pandemic.

Join us April 5th for Prospecting in Times of Crisis. This will be an interactive educational session, not a product demonstration! You will come away with specific strategies that you will be able to implement in your business immediately.

In this one hour interactive session he'll share what's working for advisors and what's not. For example:

How to use Quiz and Assessment Strategies: Quizzes easy to implement, highly engaging and a fun way for consumers to learn about a topic. They have high start and completion rates. Times of financial uncertainty are perfect times to launch these tools because they create demand for your service. What's working? What should you be asking?

The ONE Question: Anyone with assets is asking the same question now. Advisers are uniquely positioned to answer this, but few do. Find out how you can market DIRECTLY to this question.

2007 Case Study: See the four slides that helped a small firm gather nearly $200 million new assets in less than two years. The kicker? This growth happened during the 2007 financial crisis. We'll share how (and where) to use these slides for your practice.

Open Loop Psychology: Use this simple tweak in your marketing to motivate prospects to go from cold or lukewarm to hot very quickly. Don't miss this.

BONUS: We'll also share our Volatile Times Referral Script. This script is designed for times of crisis. Not only will your clients appreciate hearing this from you right now, but it will motivate them to send people they care about directly to you.