Lead with the business you DON’T want to get the business you DO want
Marketing Ideas & Quick Tips Videos

Lead with the business you DON'T want to get the business you DO want

June 8, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo


We all want to get more business, but we really want to just get the right sort of business for ourselves or our firm naturally.   If you have figured out what sort of business it is you do want to get then you have (by default) figured out the areas of advice that you do not want to do business in really.


Those areas are actually very useful for you.


There are usually plenty of areas that professionals have great knowledge in which is valuable to the market, but they are not core areas of expertise for the professional – they are just things we know a lot about but don’t necessarily provide advice upon personally, or want to provide advice upon. These areas of knowledge provide great opportunity for us to engage with the market and get prospects to do business with us, without being overtly self-promotional, as we are not trying to get “a sale” in these areas but rather are looking to demonstrate experitse and value.


In this weeks quick video we talk through a typical example that financial adviser can use where a body of knowledge exists, but which is not core expertise. That knowledge can be used to engage with new prospects who DO need your advice in your core areas of expertise…

Watch the video to learn more…



You might also be interested in this related article:
The Powerful Marketing Tool That You Use Every Day, But Hardly Ever Use For Marketing
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 315 other followers

Facebook: 2831, Twitter: 13061, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply