𝐎𝐛𝐣𝐞𝐜𝐭𝐢𝐨𝐧: "I already have an advisor" 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: Take the objection off the table (2 options 👇 ) You: "Yes. I expected you to have an Advisor. That’s exactly why I’m calling/emailing. I specialize in working with Realtors just like you and this strategy is overlooked by most advisors. Are you familiar with (insert strategy)? It helps Realtors because (insert problem) "You: "It's great that you're already working with a financial advisor. My intention is not to replace them. My approach revolves around [distinctive feature], a game-changer for Realtors dealing with [insert problem]. This isn't about replacing what's working; it’s about making what you already have better" Overcoming objections creates friction and places you on the opposite side of the table from your prospect. Agreeing with them removes friction and places you on the same side of the table. 🛑 Stop arguing. ✅ Start agreeing. "𝐈 𝐡𝐚𝐯𝐞 𝐚𝐧 𝐚𝐝𝐯𝐢𝐬𝐨𝐫" 𝐢𝐬 𝐧𝐨𝐭 𝐚𝐧 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐨𝐧. 𝐈𝐭'𝐬 𝐚 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐨𝐟 𝐟𝐚𝐜𝐭.

Hello everyone. I’m away tomorrow and won’t be able to make this session.

I was reading my daily James Pollard email the other day (I know quite a few that frequent here know of him, or are members of his inner circle) on Advisors being in denial about what's coming with AI. Notwithstanding how much I despise the term AI (I've actually worked in the data analytics industry and have done some smaller scale Machine Learning, and worked with many who are experts in this space, so my opinion is probably a little more educated that most on this), it keeps hanging with me James' comment on saving ~15 hours of work a week through ChatGPT. My questions: - how are those here using this, and similar technologies, to reduce time spent on mundane tasks? - would it be worth organizing a sub-group within this space to figure this out (say a set of recommendations for advisors on how to use this stuff to help their growth)? For the 2nd question, if there is enough interest, I'd be willing to spend some time on this as part of a working group, to figure out how to best use these technologies to support and grow a practice. Comment away

Congrats @Ian Austin for being a superstar in engagement in the CAA community. We love seeing consistent participation and contribution. That is the spirit of CAA.

What are you currently doing to generate leads? Let's share ideas.