Big Fish Advisor Services

???? Happy St. Patrick's Day from Big Fish! May the luck of the Irish be with you and your clients. Here's to success, growth, and a bit of magic today! #StPatricksDay #LuckOfTheIrish #BigFishSuccess ????

Need more meetings on your calendar? Phoning is one of the most effective ways to connect with the right prospects and turn leads into long-term clients. At Big Fish, our dedicated phoning team handles the outreach so you can focus on building relationships and growing your practice. Let us help you stay ahead: https://lnkd.in/g8BdFqcj

Successful outreach isn’t about one big push—it’s about showing up every week with steady, intentional outreach. Every advisor has heard the word ‘No’—but the great ones don’t let it slow them down. They stay focused, keep dialing, and push forward because they know that every rejection brings them closer to a ‘Yes.’ The key is efficiency and consistency—maximizing your time, staying disciplined, and never letting a slow day derail your momentum. Keep showing up, keep making the calls, and keep strengthening your pipeline.

?? Celebrating Employee Appreciation Day at Big Fish! ?? Today, we shine a spotlight on the incredible individuals behind our success. Every milestone, every achievement, and every triumph we celebrate is a testament to the hard work, dedication, and talent of our team - especially starting off 2025. To all our Big Fish employees: Thank you for your unwavering commitment and for making what we do not just possible, but exceptional.

When it comes to initial cold call engagements, prioritizing phone calls over Zoom meetings can make a significant difference in kept rate. Here's why: https://lnkd.in/gWQCpNdC

Strong client relationships are built on consistent communication. As the year progresses, take the time to reconnect with your clients—whether it’s an annual review or simply checking in. At Big Fish, we specialize in helping advisors stay engaged with their clients through effective outreach and phoning strategies. Let Big Fish handle your annual reviews to help streamline your practice and your client relationships thrive: https://lnkd.in/gGKUdKzS

Don’t let your pipeline slow down this year! At Big Fish, we’re experts in leveraging LinkedIn for effective prospecting that works for you around the clock. Here’s our streamlined process: Identify Prospects: We pinpoint your ideal A+ prospects from targeted markets and industries. Connect: Our team sends connection requests on your behalf. Engage: After connecting, our phoning team books 15-20 meetings a month directly on your calendar, handling follow-ups and annual check-ups. At Big Fish, we equip advisors with the tools and strategies to make the most of these opportunities. Start the year strong, reach out, and watch your network grow!