referral Archives - Page 2 of 5

Building A Systematic Referrals Business

by Tony Vidler Building a successful advisory business requires building a systematic referrals process. Key words there are “systematic” and “process”. In the absence of a strong system referrals will simply be received on an ad hoc basis, drifting in whenever a particular customer is especially motivated to do so, or when an […]

How to get the RIGHT referrals

by Tony Vidler We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals. It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you […]

Buildong a COI referral system for financial advisors

How to build a COI referral system

by Tony Vidler If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having a Centre of Influence (COI) driving the right types of ideal clients to you. A good COI will be an advocate for you and your business, and be proactively recommending […]

10 Steps To Programming Referrals From Clients

by Tony Vidler Getting referrals from clients is usually a very hit & miss thing for advisers…IF they remember to put the issue on the table at all. Largely this is an issue created by not being systematic about obtaining leads from our satisfied customers. Part of the reason for not being systematic […]

Fix the prospecting problem forever

by Tony Vidler You can fix all prospecting problems forever if you generate enough referrals. It is that simple. Get this right, and prospecting problems are non-existent, as the number one source of professional prospecting is going to be “word of mouth” for some time to come. The theory on getting more refrrals […]

A 15 Step Plan For Creating Constant Referrals

by Tony Vidler The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15 steps you have to work through. It is a simple idea, and like so […]

The 4 Parts To Getting The COI Onboard

by Tony Vidler Getting the COI onboard requires a fair bit more than a smile and a handshake. The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with, and there are generally 4 things that stand in the way of them actually letting you […]

Does Face-to-Face Time Fuel Referrals Really?

by Tony Vidler Virtual meetings are efficient, but if there is one thing that can help any professional fuel referrals it is face-to-face time with clients and influencers. Actual getting-together-with those other humans more often tends to lead to better or deeper relationships, and more opportunities to be positioned for referrals and recommendations. […]

Make Your Testimonials Resonate With Prospects

by Tony Vidler Testimonials are great marketing, but they are losing their effectiveness a little if you still do them conventionally. All is not lost with testimonials however, as one small change CAN make them resonate with your target audience a little better. Consumers are not silly and they know we are never […]

How much TIME do super-successful advisers spend on marketing?

by Tony Vidler How much an adviser should spend on marketing is a perennial question with an expectation that there is a definitive $ or % answer. There isn’t. So the better question is how much time should an adviser spend on marketing. We know that time is money. We know that […]

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