networking

The key to successfully networking with Accountants

September 5, 2025

The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them. Advisers historically – for…

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The 10 Things To Get Right For COI’s To Start (and Keep) Referring

August 8, 2025

A great Centre-of-Influence keeps referring…they are not really COI’s unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of…

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Could you be a Thought Leader Adviser?

April 1, 2025

Business would be easier if people recognised their problems and knew you were the one with the answers, and they just came straight to you to get them solved, right? To achieve that you should…

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Prospecting Idea: Reconnect to Create New Opportunities

February 11, 2025

A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with. I am talking about “prospects” from 6 months ago…or…

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The Gordian Knot of Getting Referrals

February 4, 2025

Getting referrals consistently is hard for most…but oddly enough it is also easy for many. Or is it? Lots of advisers say they get all their new business from referral, but when you dig into…

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This Is Why Most Centre-Of-Influence Referral Marketing Efforts Fail

January 14, 2025

When it comes to referral marketing efforts there are basically two types of consistent ongoing referrers you can cultivate: 1. happy & satisfied clients 2. centres-of-influence The second category is the one that many advisers…

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Demonstrating Value To Make Prospects Choose You

January 7, 2025

Successful advisers today make sure they are demonstrating value to prospects...before the prospects have agreed to engage and become clients. Having a prospect who is interested enough to hear what you have to offer has…

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