client advocate

creating brand advocates for ongoing referral business

Creating A Client Advocate Culture

April 28, 2023

In an ideal world all of our clients would become active advocates for us…and each client advocate would be the key driver of new business and growth in our practice, wouldn’t it? Our clients would…

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What financial advisers do

Note to self: Must take charge of my own brand

January 20, 2023

I listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else. End result: I must take charge of my…

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Creating advocates

The 5 big C’s that will create advocates for you

September 28, 2022

If you want to move clients up the loyalty ladder and create advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business…

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Incentives For Clients: What is appropriate?

November 20, 2020

What incentives are appropriate for encouraging clients to refer other clients? Are incentives appropriate at all? Some would even ask “Why provide incentives at all? Surely if the product or the advice is good value…

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