prospect engagement

client-is-king

The Customer Is NOT King; The Customer Is Not Always Right

February 20, 2026

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…

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The Easiest Way To Get More Referrals

February 13, 2026

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…

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qualifying-a-prospect

Is that Prospect really a prospect?

August 12, 2025

How do you know if a lead is a real prospect or if they are just yanking your chain? We’ve all had the prospects who seem to be engaged but turn out to be complete…

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What is the mix of content which is engaging?

July 22, 2025

The key to content marketing is to mix it up. Keep it engaging. Keep it coming… As a consumer yourself you know that there is a need to be fed fresh stuff…after all, you tune…

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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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Prospecting has never been easier…for some!

June 10, 2025

Prospecting continues to be the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier. If you polled 100 advisers with this simple question I would wager that more…

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What IS good content for sharing and engaging prospects?

February 28, 2025

When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not…

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Content for your marketing has never been easier…just get it delivered.

November 8, 2024

Content marketing is resonating with financial advisers but many still struggle with working out what content to share, and most still think they have to create it all themselves. Yet getting content for your marketing…

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