Prospecting Accelerator
A six session coaching program for Northwestern Mutual advisors. Learn how to target, reach, and sit across from the exact clients you want to build your business with, then ask in language so well rehearsed the moment never catches you flat.
Most advisors ARE BURNING FUEL JUST TO SPIN their WHEELS.
Total Business Certainty.
In just six weeks you will transform a chaotic, stressful pipeline into a highly optimized referral machine. You will learn how to target and get in front of the exact people you want to build your business with, master the metrics that actually predict premium, and learn the absolute best way to ask for an introduction. The exhausting feast or famine cycle gets replaced with certainty, without running yourself into the ground.
The Wheel of Prospecting
You cannot accelerate on a compromised wheel. Your prospecting system is built on eight distinct performance metrics. When one area is neglected, your momentum stalls. Score yourself from one to ten on every spoke to isolate the exact bottleneck holding you back. Tap any section to see what peak performance looks like.
Preparing to Ask
You have determined in advance every person you are going to prospect with this week, and prepared the relevant lists before the week begins.
Most advisors improvise the week. A ten decides it before it starts.
Asking
You ask the appropriate number of times per month, and you have rehearsed your prospecting language out loud with another person within the last 90 days.
You will do the math on your own numbers, so the number of asks is calculated rather than guessed.
Expecting to Receive
Your prospecting philosophy is sound, and you feel worthy and deserving of receiving referrals.
Language is a symptom of belief. Clients hear your philosophy in your tone before they answer.
Dedicated Prospecting Meetings
You have scheduled and executed a set number of dedicated prospecting meetings this month, separate from service or planning conversations.
No sneak attacks. A real meeting, asked for properly, returns five to ten referrals.
Centers of Influence
You intentionally nurture your centers of influence and consistently receive referrals from those relationships through proactive, value driven connection.
A center of influence relationship is a system, not a lunch.
Observational Prospecting
You regularly identify and act on opportunities through personal observation, asking based on what you see and hear in real time conversations.
The best openings happen mid conversation. A ten catches them.
Promotion
Every referral you call already knows who you are, thinks of you favorably, and is expecting to hear from you.
Calling warm names cold is the most expensive habit in the process.
Prospecting Czar
There is a person on your team who is not you, who fully owns the outcome and the prospecting plan for your practice.
This is the shift from doing prospecting to owning a prospecting engine.
Get in front of the people you actually want.
Every advisor says they want better clients. Very few can name who those people are, say where they already sit in their network, or explain what has to happen for an introduction to land. You will build the list, work the paths that reach them, and warm every name before you even speak with them.
Six sessions.
Virtual, 9:00 to 10:00 AM Pacific. Implementation time is built in between sessions on purpose, so what you learn gets installed instead of filed away.
What you get
Free Coaching Session:
The Wheel of Prospecting
Join Tim Mulroy for a free session on The Wheel of Prospecting. He will explain what the Wheel is, walk through the eight areas that make up your prospecting process, and show you how to score yourself on each one. You will leave knowing exactly where your business stands today, and what improving each score does for your production.
Already know this is for you? Enroll now
Your next great client should be
someone you chose.
Six sessions from now, they will be.