networking

You Need A “Tight 5” For Ongoing New Business Success

November 12, 2024

You want new business and new clients, right? When it comes to building an audience of influencers, advocates, raving fans and interested spectators who will all send business your way, it all begins with having…

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Target Marketing: Is it an “Either/Or”?

October 15, 2024

Advisers talk about target marketing as if it is an “either/or” choice. One has to be focussed on the ideal client only and ignore everyone else, or alternatively, you have to be focussed on dealing…

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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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Paying COI’s: Should You Be Sharing Fees Or Commissions?

September 10, 2024

Is it appropriate to be paying COI’s a share of your success from their introductions or referrals? Should you share fees or commissions in other words. Personally, I think not. However, it is just a…

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How do you create an “Act Now” mindset with clients?

August 20, 2024

One of the ongoing challenge in marketing professional services is simply getting people to “act now”. We have to overcome their lack of urgency. Because our service will still be there tomorrow, right? And usually…

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Your Reputation IS Your Personal Brand – and that matters most

June 11, 2024

For most advisers the only brand that truly matters is, or should be, their reputation. It IS their personal brand. The corporate brand, or licensees brand, or dealer group or favourite financial insititutions…they are secondary…

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How much client contact is too much contact?

May 31, 2024

Getting the frequency of newsletters or regular client communications right is a real challenge. How much is too much, and runs the risk of you being a nuisance? How much is too little, and runs…

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You COULD generate more business than you can handle if you use digital marketing well

May 7, 2024

Regular readers will know that I am a massive fan of using social media and other digital marketing tools and tactics, especially in professional services where we are trying to market our expertise, rather than…

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