financial advice prospecting Archives - Page 5 of 5

Is this why prospects ignore your networking effort?

by Tony Vidler Networking often seems to be harder than it should. It is amazing how many people forget, or ignore, basic social skills and common courtesies when trying to network – especially in online networking platforms such as LinkedIn. Speaking personally, I ignore people trying to network with me on a daily […]

How One Successful Financial Planner Gets New Business (part 2)

by Tony Vidler Professionals are always interested in what other professionals are doing that leads to new business and becoming more successful. The constant question is: “What are others doing that are successful for them?” In a previous post one leading financial planner shared where he gets his new business from, and the […]

These 4 things make it easy for prospects to say YES

by Tony Vidler We all want all of our prospects to say YES, but getting them to do so isn’t necessarily about having a clever line that they can’t say “no” to. Which do you think is more effective with todays educated and sophisticated consumer? 1. The clever sales technique that has you […]

The BEST Prospecting Question Ever

by Tony Vidler One of the areas which you would think would dominate our prospecting activities is one where many professionals struggle: getting friends and associates onboard as clients. A fantastic adviser that I knew well and who is since retired working in rural town in New Zealand managed to be one of […]

Set Yourself Up Properly For Constant Referrals

by Tony Vidler To make sure you get constant referrals you need to have a process for making sure that ALL of the actions which go into generating a consistent stream of opportunities are happening ALL the time. It is a little like trying to play golf: there’s a heck of a lot that […]

Prospecting Today: It is a process, not a thing

by Tony Vidler Prospecting today is a continual process, not a series of one off actions as it once was. Eons ago when financial advisory work was essentially just a continual series of product sales the prospecting required to be successful was repetitive and continual, but each prospecting call was a one-time […]

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