nest prospecting

The way prospects engage with professionals has changed, and it is logical for us to change how we engage with prospects also. In the old days we qualified prospects on the basis of a clearly…

Prospecting continues to be the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier. If you polled 100 advisers with this simple question I would wager that more…

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…

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…

Niche marketing and nest marketing are concepts which are often confused, or referred to interchangably, by advisers. They are not the same thing, and they are also not even mutually exclusive: you can do both…

If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other…