prospect engagement

Virtual meetings are efficient, but if there is one thing that can help any professional fuel referrals it is face-to-face time with clients and influencers. Actual getting-together-with those other humans more often tends to lead…

It is difficult to work out how much of your expertise or know-how you should give away for free isn’t it? Most professionals give away free hours as part of their marketing to try and…

Becoming an advice client is not quick and easy for consumers really…every decision, every solution, every recommendation seems to be a major journey for them. We know it is true, and we know that the…

Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. To be fair the required level of trust initially is relatively low – can they trust…

There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and those prospect barriers are our problem to address. WE have to try and eliminate or negate all…

The dominance of search means prospects will typically first engage with you or your brand because of the content you’ve posted online. So who is your content for? It is essential to understand who your…

The mantra of “customer is king” is rubbish. The customer is not always right, and the customer is definitely not the stakeholder who provides permission to practice. Yet we keep hearing that the customer is…

The easiest method for anyone to generate and get more referrals and favourable introductions is to GIVE more referrals and introductions. This is just not done as much as it could or should by most…