referral

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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The Gordian Knot of Getting Referrals

February 4, 2025

Getting referrals consistently is hard for most…but oddly enough it is also easy for many. Or is it? Lots of advisers say they get all their new business from referral, but when you dig into…

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Demonstrating Value To Make Prospects Choose You

January 7, 2025

Successful advisers today make sure they are demonstrating value to prospects...before the prospects have agreed to engage and become clients. Having a prospect who is interested enough to hear what you have to offer has…

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referral generation for financial advisers

How to position yourself for referrals from clients

December 13, 2024

Getting referrals on an ongoing basis from happy clients largely comes down to positioning for them correctly. Put some thought into how you will position the expectation, and when you will do it in your…

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You Need A “Tight 5” For Ongoing New Business Success

November 12, 2024

You want new business and new clients, right? When it comes to building an audience of influencers, advocates, raving fans and interested spectators who will all send business your way, it all begins with having…

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How to Position To Get The Right Referrals

October 25, 2024

Getting referrals is difficult enough for many, but to get the right referrals is even tougher. It’s always nice to get any referral of course, but it doesn’t help if we do get a referral…

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Paying COI’s: Should You Be Sharing Fees Or Commissions?

September 10, 2024

Is it appropriate to be paying COI’s a share of your success from their introductions or referrals? Should you share fees or commissions in other words. Personally, I think not. However, it is just a…

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How do you create an “Act Now” mindset with clients?

August 20, 2024

One of the ongoing challenge in marketing professional services is simply getting people to “act now”. We have to overcome their lack of urgency. Because our service will still be there tomorrow, right? And usually…

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