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Prospecting Template Book

ALL NEW! 14+ turnkey templates to leverage mutual connections, facilitate warm introductions, reengage with existing clients for prospecting opportunities, request introductory meetings, and use Linkedin for social marketing... broadening your connections and turning cold leads into warm introductions.

The EXACT, PROVEN templates used by
7-figure practices to create introduction in their target market - already primed to say YES!

INSTANT access delivered right to your email! 
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ONE TIME OFFER: Dive deep into the prospecting mindset and tactics of top advisors! Our most popular issue, the February 2021 Prospecting issue was met with resounding reviews and discusses : Why folks refer (and why they don't!), Why many advisors find it so hard to ask for referrals consistently, and how to fix this if the struggle is familiar! Learn SPECIFIC tactics across a number of prospecting strategies (organic referrals, self-nominated prospects, COI generated leads, social media, and more!) Typically offered only to current subscribers, we have made this single back-issue workbook available as a one-time purchase. Available here only at this price.

Order Summary
Dynamically Updated
Serious Value:
  • Save Time For You: Save these as drafts, customize to make them your own and never spend time drafting prospecting email language again
  • Empower Your Team: With these drafts in hand, they can help spearhead your written prospecting and marketing initiatives and outreach - giving you precious time back to direct revenue generation 
  • ​Prospect Deliberately 
  • ​Use Targeted Templates to Engage Your Ideal Prospects
  • ​Over A Dozen Turn-Key Templates
  • ​Instant Access - Emailed to you in moments


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