prospect buying advice

prospecting

Which Prospects Are Worth YOUR Time?

June 27, 2025

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…

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Give clients time to think and “Buy In” with this simple technique

May 2, 2025

Wanting client buy in? Then there is a wonderfully simple technique that all professionals should be using every time they make a recommendation…. …of the challenge giving advice in what is usually a difficult area…

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If you want people buying your advice, then dumb it down!

October 22, 2024

When it comes to getting people buying your advice one of the best tips I can give is “dumb it down- but don’t treat them like dummies“. There is a big difference between “dumbing it…

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Understand The Buying Journey To Get More Clients

September 19, 2023

The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an incredibly frustrating affair for all…

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Let Your Prospects Try-Before-They-Buy

February 15, 2023

“try before you buy” is a great way of removing risk for a consumer from a big purchasing decision, isn’t it? We can learn from the retail sector here because they figured this out years…

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prospecting

Lead with the business you DON’T want to get the business you DO want

June 8, 2022

We all want to get more business, but we really want to just get the right sort of business for ourselves or our firm naturally. If you have figured out what sort of business it…

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practical-financial-planning

Describe Your Advice Services In Practical Terms To Get More Buy-In

May 4, 2022

Advice should, almost by definition, be “practical”. Your advice services should be practical in that can be applied in the real world to achieve real differences, and any advice in any of your areas of…

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