get prospects

The simple prospecting system from the worlds greatest ever salesman

March 21, 2025

According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced…

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These 4 things make it easy for prospects to say YES

October 11, 2024

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…

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If you still need more clients then you probably need different skills

August 30, 2024

Financial advisers who need more clients need to be better marketers than salespeople in todays environment. For most that means they probably need new, or more, skills. Not more technical skills; more commercial skills. While…

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One sure way to build an audience

March 8, 2024

As more professionals lean more on social media as an integral part of their marketing a common question is “how do I get more people following me?“. How do you guild an audience in other…

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Get other businesses to get you new business

February 22, 2023

In the perpetual search for new ways to get new clients many professional service firms overlook a really obvious, and incredibly lucrative, way of getting new business. That is getting other businesses to send their…

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financial advisory prospecting

Is that Prospect really a Prospective Client YET?

May 1, 2020

Oddly, many advisers do not quite get what a prospect is. They often think it is a name with a phone number. But is that enough for a prospect to really be a “prospective client”?…

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Are Advisers Overlooking The Obvious?

April 24, 2020

Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable. But there is a real risk of losing sight of the essentials and overlooking some basics. Like,…

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

May 20, 2019

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…

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