lead conversion

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…

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new-clients

Getting A New Client Begins With 1 Thing….

May 2, 2022

When I ask advisers what is the number 1 thing in getting a new client I nearly always get an answer linked to marketing…the new client needs to be found via one method or another.…

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2 Things To Do For Social Media Lead Generation

February 9, 2022

When it comes to social media lead generation it would appear that the majority of professionals still have reservations about the effectiveness of it as a marketing strategy. Yet, everyone they know uses social to…

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

March 22, 2021

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…

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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…

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Lead Nurturing: “Me luv you long time” actually pays off

February 18, 2019

It’s funny how the phrase “me luv you long time” has become iconic while being used as a blatant untruth. The way it is used in modern pop culture is to highlight precisely the opposite…

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