convert lead

If you’re converting only 1 in 10 prospects you have a problem

January 16, 2026

There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to…

Read more

How to double the conversion rate on your opportunities

April 22, 2025

Imagine the difference to your business if you were able to double the conversion rate on your opportunities. You spend the same money and effort but get twice as many sales as a result…it would…

Read more
referreals not converting

Referrals Not Converting? This may be why…

October 14, 2020

Too many referrals today are not converting into clients for too many professionals – and all too often the professionals are puzzled about why that is. Typically it comes down to us not looking good…

Read more