prospects engage

The Formula For Positioning Yourself For Ideal Clients

May 29, 2026

“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…

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If you’re converting only 1 in 10 prospects you have a problem

January 16, 2026

There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to…

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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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Give yourself a better chance of having prospects engage you

April 12, 2024

There is one simple thing that advisers should do to improve the probability that prospects will engage you: Talk about the outcomes you create for clients rather than talking jargon. In engagement letters and scope…

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Advisers should use Facebook – and think like clients when doing it

April 8, 2020

Most Advisers using digital marketing today have Facebook as part of their marketing strategy, and I see most using it wrong in my view. Facebook can be an immensely powerful element of your content marketing,…

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