professional services prospecting

The Easiest Way To Get More Referrals

February 13, 2026

The easiest method for anyone to generate and get more referrals and favourable introductions is to GIVE more referrals and introductions. This is just not done as much as it could or should by most…

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Don’t overlook your low-hanging fruit

January 13, 2026

Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those…

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build-strategic-alliance

Looking beyond the obvious for strategic alliance partners

October 10, 2025

Great alliances with other businesses will enhance your brand and put you in front of more ideal prospects that you don’t have to find yourself. That is really the key benefit of having strategic alliance…

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prospecting

Which Prospects Are Worth YOUR Time?

June 27, 2025

The way prospects engage with professionals has changed, and it is logical for us to change how we engage with prospects also. In the old days we qualified prospects on the basis of a clearly…

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Prospecting has never been easier…for some!

June 10, 2025

Prospecting continues to be the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier. If you polled 100 advisers with this simple question I would wager that more…

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The simple prospecting system from the worlds greatest ever salesman

March 21, 2025

According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced…

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Prospecting Idea: Reconnect to Create New Opportunities

February 11, 2025

A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with. I am talking about “prospects” from 6 months ago…or…

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customer service pays for financial advisors

Professional Service: There’s extra money in going the extra mile with your service

December 17, 2024

Often advisers forget how valuable the service bit is in their “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do…

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