prospecting Archives - Page 2 of 4

Fix the prospecting problem forever

by Tony Vidler You can fix all prospecting problems forever if you generate enough referrals. It is that simple. Get this right, and prospecting problems are non-existent, as the number one source of professional prospecting is going to be “word of mouth” for some time to come. The theory on getting more refrrals […]

A 15 Step Plan For Creating Constant Referrals

by Tony Vidler The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15 steps you have to work through. It is a simple idea, and like so […]

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

by Tony Vidler 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 is you do want to get then you have (by default) figured out the areas of […]

Getting A New Client Begins With 1 Thing….

by Tony Vidler When I ask advisers what is the number 1 thing in getting a new client I nearly always get an answer linked to marketing…the new client needs to be found via one method or another. I see the logic of that answer, but disagree with it. A prospect is found via marketing […]

10 Top Tips for Trade Show Prospecting

by Tony Vidler 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 element in the firms marketing plan. A trade show focussed on “Big Boys Toys” where […]

7 Warning Signs That The Prospect Is Wrong For You

by Tony Vidler No matter how hard you try to get it right, sometimes the prospect is wrong for you. You are wasting your time and would be best to just cut your losses and move on quickly. They are not a right fit for you, or you are not a right fit for […]

Does Face-to-Face Time Fuel Referrals Really?

by Tony Vidler 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 to better or deeper relationships, and more opportunities to be positioned for referrals and recommendations. […]

12 Prospect Barriers WE Must Address

by Tony Vidler 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 of them. The first step in understanding how to negate them is of course […]

The Shortcut To Creating Trust

by Tony Vidler 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 you not to waste their time…can they trust that you really know what you are doing….can […]

The Formula For Positioning Yourself For Ideal Clients

by Tony Vidler “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 good business elsewhere, or ideal prospective clients not being referred and ultimately doing their business […]

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