Prospecting Coaching Circle

The Challenge of Prospecting as a Financial Advisor
 

Finding and connecting with new clients is at the heart of a financial advisor’s business. Yet, prospecting often feels like the most challenging aspect of the job. From generating ideas and managing time to overcoming objections and following through, the hurdles can seem endless.
 

The Prospecting Coaching Circle for Financial Advisors is designed to support advisors in tackling these challenges head-on. This group provides the tools, strategies, and accountability needed to help financial advisors not only meet their goals but exceed them.
 

What the Coaching Circle Offers
 

This group is a structured, dynamic space for financial advisors looking to build their pipelines, grow their client bases, and strengthen their business development skills. Here’s what you can expect:
 

• A Clear Focus on Growth: Whether it’s generating ideas, refining strategies, or managing activity, this circle focuses on the practical aspects of prospecting and business growth.

• Mindset Work: Overcome self-limiting beliefs and get out of your own way to achieve results you once thought were impossible.

• Skill Development: From handling objections to owning your time, the group helps you hone the skills needed for consistent, effective prospecting.

• Accountability: Regular check-ins ensure you stay on track. You’ll answer key questions like, "What are you committed to doing?" and "Did you follow through?"

• Goal Setting and Execution: Set realistic, actionable goals and execute them with the support of a professional coach and a group of like-minded peers.

• Event Planning and Pipeline Management: Learn to run impactful client events and efficiently manage your prospecting pipeline.
   

The Power of Accountability
 

One of the most valuable aspects of this group is the natural accountability it provides. Attending a group of professionals with similar goals creates a dynamic where:
 

• Commitments are made and followed through.

• Progress is tracked and celebrated.

• Action becomes a habit.
   

This accountability often leads participants to achieve results they once considered out of reach, proving the power of collective support and structured coaching.
 

How It Works
 

• Biweekly Sessions: Meet online every two weeks for 90 minutes of focused discussion and coaching.

• Commitment Encouraged: While the group welcomes new participants, a six-month commitment is recommended to allow for meaningful progress and transformation.

• Access Anytime: Can’t make a session? Recordings are available, ensuring you never miss out on valuable insights.
   

Your Investment
 

The monthly fee for participation is R 1,499 per person, invoiced on the 25th of each month. Sessions proceed regardless of attendance, maintaining group momentum and ensuring consistent progress. To protect group dynamics, we ask that members who leave do not rejoin the same cohort.
 

Why Join the Prospecting Coaching Circle?
 

Prospecting can be tough, but you don’t have to do it alone. This coaching circle provides a supportive environment to:
 

• Share ideas and strategies with peers who understand your challenges.

• Gain clarity, build confidence, and refine your approach to business development.

• Stay accountable and in action, moving your business forward step by step.
   

Take Control of Your Prospecting
 

The Prospecting Coaching Circle for Financial Advisors equips you with the mindset, tools, and accountability you need to master prospecting and achieve your business goals. It’s about creating sustainable habits that lead to long-term success—and having a group of peers and an experienced coach to guide you along the way.