prospecting idea

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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build-strategic-alliance

Looking beyond the obvious for strategic alliance partners

October 10, 2025

Great alliances with other businesses will enhance your brand and put you in front of more ideal prospects that you don’t have to find yourself. That is really the key benefit of having strategic alliance…

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Prospecting Idea: Reconnect to Create New Opportunities

February 11, 2025

A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with. I am talking about “prospects” from 6 months ago…or…

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prospecting fishing analogy

Prospecting tip: “Fish at your feet first”

September 27, 2024

A fisherman friend gave me a great prospecting tip: fish at your feet first. His point was a simple one: why spend a lot of effort casting, and risking throwing your bait, and then having…

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How To Fix A Prospecting Problem

November 14, 2022

The “prospecting problem” is the most frequently requested area for help from financial advisers…it is the perennial problem. There just never seems to be quite enough of them to meet the new client acquisition needs…

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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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trade-show-prospecting-tips

10 Top Tips for Trade Show Prospecting

April 20, 2022

Trade show prospecting will be making a comeback, and these large “expo’s” are potentially fabulous sources of qualified prospects if you are clear about who your target market is. They can be a highly effective…

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The Shortcut To Creating Trust

November 26, 2021

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…

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