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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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.
Use Published Work As Prospecting Collateral
- Create a credibility piece (article reprint and bio) to leave with gatekeepers and prospects.
- Offer a simple free benchmark report to secure a 20-minute follow-up meeting.
Repurpose PR, Don't Expect Inbound Miracles
- Media placements rarely produce direct incoming clients by themselves.
- Repurpose published content actively in outreach to convert credibility into meetings.
