Financial Advisor Success Ep 130: From Cold-Calling To Cold-Knocking And Growing An Advisory Firm Through Two Maternity Leaves with Ashley Micciche
Jun 25, 2019
Ashley Micciche, CEO of True North Retirement Advisors, shares her journey of balancing business and motherhood. She discusses her unique concept of 'work-life satisfaction' and how she prioritized faith, family, and work. Ashley details her evolution from cold-calling to cold-knocking to secure 401(k) clients and the strategic communication needed for maternity leave. She reflects on partnering with her father, the importance of backup advisors, and lessons learned from returning to work. Her insights are invaluable for anyone juggling family and a growing business.
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Prioritize Time Around Real Values
- Prioritize and rank your life priorities, then allocate time accordingly to match them.
- Replace “I don't have time” with “It's not a priority” to reveal what to change.
Making 25,000 Cold Calls Early On
- Ashley started at 22 cold-calling municipal bonds and made roughly 25,000 calls over two years.
- The do-not-call era made phone prospecting far less effective for her generation.
Cold-Knock Using 5500 Data
- Target 401(k) plans using public 5500 filings to find decision-makers and plan sizes.
- Bring credible collateral and request a short follow-up meeting to benchmark fees.
