positioning

The Formula For Positioning Yourself For Ideal Clients

May 29, 2026

“Poor positioning of yourself and what you can achieve for your ideal clients is the number 1 reason for ideal business opportunities not coming to you….” Many professionals experience the frustration of good clients doing…

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referral generation for financial advisers

How to position yourself for referrals from clients

December 13, 2024

Getting referrals on an ongoing basis from happy clients largely comes down to positioning for them correctly. Put some thought into how you will position the expectation, and when you will do it in your…

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Professional Positioning Powers Elite Performance

October 3, 2022

The elite performance achieved by some financial advisers seems to come down to them being better at positioning themselves professionally than average advisers are. That positioning really pays off too: various surveys suggest that they…

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