Resource Hub
Resource Hub
How to Be Successful With Trained Advisor
Every successful business is very boring on the inside. At the same time, every successful business on Earth became successful from doing at least one thing over and over and over until the results were favorable.
They plan. They execute. They repeat, without deviation.
Daily Non-Negotiables
Block out a minimum of 45 minutes per day to work on growing your business
1. Review Your Pipeline
Go to the Opportunities tab in Advisor Nexus. Look at where your leads are in the pipeline. Move stalled leads forward, remove unqualified ones, and check for any that need a follow-up. This keeps your pipeline clean and moving - without this, you're just collecting names, not closing deals. By looking at your pipeline everyday, you'll start spotting patterns in why people stall or say yes, making your sales process sharper over time.
Remember: The numbers you look at everyday are the numbers that change!
2. Complete Tasks Due Today
Review Tasks on your Advisor Nexus dashboard. Knock out anything marked as due today - calls, emails, follow-ups. No task should sit past its due date. If something needs rescheduling, set a new deadline so nothing slips. Staying on top of this means your leads never go cold. If you do this, you’ll feel more in control of your business instead of constantly playing catch-up.
3. Confirm Any Appointments
Check your Calendars tab for upcoming calls. If needed, send a quick reminder email or text to confirm. No-shows kill momentum, and a simple confirmation message can cut your no-show rate in half. When people confirm, they subconsciously commit to showing up, making your calls smoother and more productive. If someone cancels a call, thank them for letting you know they needed to reschedule and ask when a good time is. If someone no-shows your meeting, reach out and make sure they're okay - they didn't get hurt, they're not sick, no car crash or emergency. After expressing genuine concern, ask for a call again.
4. Respond to Unread Messages (email, social media, SMS, etc.)
Check your Conversation tab in Advisor Nexus and clear out unread messages across all platforms. Emails, texts, and other social DMs. Quick responses keep leads warm and engaged. The best way to keep conversations going is to acknowledge what someone said, then ask another question.
NOTE: Trained Advisor Elite members - no need to check LinkedIn, we’ve got that covered.
5. Note Interactions & Set Next-Step-Tasks
Every time you talk to a prospect - whether it's a call, email, or text - leave a note in Advisor Nexus. Write down what they said, their emotions, any questions or objections, and what they care about. Then, set a follow-up task in Advisor Nexus for the next step, even if it's just "check in next week." If you don't do this, you'll forget details, and leads will slip through the cracks.
When you follow up and remember what they said last time, you instantly build trust & authority - because they feel like you actually care.
6. Execute Your Strategy
Stick to your plan - whether its sending outbound messages on other platforms, creating & posting content daily, weekly, or monthly, or just nurturing warm leads. Don't get stuck in "planning" mode - imperfect action is beats waiting until its "perfect," every time. Consistency compounds, so a few well-placed actions (daily) can fill your pipeline for months.
"If You're Not Willing to Let Little Things Go Wrong - Then You're Not Willing to Let Big Things Go Right"
Tips & Tricks
If someone replies positively, use the "Star" feature in LinkedIn, to star that conversation for easy tracking
Make notes on any lead action and after contact has been made
If someone responds with something mean/rude:
"I appreciate the transparency <<NAME>> - hope you have a great day!"
NOTE: It is important you respond to every message that comes in.
Stay Hungry!
When You're Notified of a Prospect Requesting a Lead Magnet, Reach Out AS SOON AS POSSIBLE.
The longer you wait to contact a prospect after they've shown interest, the less likely you'll get in touch with them.
We Recommend Two Phone Calls, a Text, and a Voicemail for the Initial Outreach.
The goal for this intro call is to Set A Discovery Call.
Follow Up Like a Trained Advisor
Treat every lead as qualified until you have legitimate reasons to unqualify them
Have specific indicators that disqualify a prospect
A prospect not responding does not equate to "unqualified"
The more organized you are, the easier it will be to follow up with everyone
Adopt a "military-style" attitude for follow up with all prospects who've shown an interest in your offer.
No Response DOES NOT DISQUALIFY
It's not the prospects job to respond, follow up, or create any urgency.
Script: The Prospect Answers The Phone
Hey <<PROSPECT NAME>> its <<YOUR NAME>> from LinkedIn - just saw your request for the Power of Zero book?
Awesome - mind if read this address back? I just want to make sure it gets to the right spot
Got it - ill get this sent out this afternoon, should be there in 2 days!
By the way - can i ask what exactly piqued your interested in this book?
For Best Results:
DO NOT SKIP the question: What piqued your interest in the book?
Ask 1-3 situational questions based on the response to the first question
As Soon As You've Scheduled a Discovery Call - Get Off the Phone ASAP
