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Insane Prospecting is a 21-day online bootcamp for financial advisors that want to grow their businesses through new client acquisition.
It is the ONLY course of its kind in South Africa - no other person, business or institution is offering original content of this magnitude to support advisors in this space. Prospecting is about getting in front of people and Insane Prospecting not only provides you with 101 ways of doing this, but works with you to build the confidence to do so.
The 3-week course will challenge you and move you out of your comfort zone while, at the same time, providing you with the skills and tools required to create the business that you want.
You will work on yourself and how you show up in front of prospective clients, as well as your mindset and your capacity to be referred. Human connection is an integral part of your development, as your greatest practice in the prospecting space is around approach.
The course considers the digital nudge that both time and Coronavus have given us, and aids you in preparing for a digital world, not just insofar as prospecting is concerned, but as a whole.
Insane Prospecting bridges that gap between knowing what to do, and doing what you know. You will end with a plan you can implement immediately AND there is an additional 6 weeks of support as you roll it out.
Included in the course content is:
The Excuse Buster
A Client Objection Buster
An Effective Activity Tracking System
A Pipeline Template built for Prospecting
A 'How to Go Digital' Guide
Interview with CEO of Sales Guru (exclusive content)
Guest speaker: Image Consultant (exclusive content)
Those that buy the course will also receive:
Participation in a free weekly prospecting webinar
Access to a private Facebook group
Discounts to group coaching circles
Weekly emailer with 100% original content
A Nudge Card - a daily prospecting prompt
Insane Prospecting is the response to advisors' greatest need, as gauged over almost 2 decades: How to get new clients.
The course is designed by Jason Bernic, an Executive Life Coach, working with Private and Business Clients and having a special interest in helping financial advisors grow their businesses. Jason has 17 years of experience in Financial Planning, International Wealth Management and coaching financial planners to create world-class client experiences (ref. The Boardroom). He worked at Sage Life, Momentum, HSBC Bank International (now HSBC Expat), Acsis and Old Mutual Wealth before going on his own. He has a Post-Graduate Diploma in Financial Planning and held the CFP® designation for 15 years before opting to reflect his coaching credentials instead.
Before coaching financial planners, Jason was building his AUM at a rate of R100 million a year, and this was in his early 30s. Jason knew that successful prospecting is not just about what you need to do, but who you need to be. Many financial planning business have incorporated coaching into their client engagement processes because of its power to connect with clients and learn what really matters to them. It was through coaching that Insane Prospecting was designed, with the objective of building your capacity to connect with potential clients and build the business of your dreams.
Insane Prospecting launched in Johannesburg in 2019 as a 10-hour face-to-face workshop (bootcamp!). It was so successful that two months later is was rolled out around the country! Its design attracted 2 types of attendee, and many in between:
Financial advisors that are within the first 5 years of their business and looking to grow their client base.
Financial planners that have successful advice businesses but want to reduce their client numbers and focus on acquiring more of their ideal clients.
If you want to grow your business through new client acquisition, then you need to get Insane about Prospecting! For a small investment in yourself, you could realise massive returns in your business.