referred leads

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 315 other followers

sidebar_tony
Facebook: 0, Twitter: 13935, LinkedIn: 690
constant referral set up
Set Yourself Up Properly For Constant Referrals
by Tony Vidler        To make sure you get constant referrals you need to have a process for making sure that ALL of the actions which go into generating a consistent stream of opportunities are happening ALL the time.   It is a little like trying to play golf: there’s a heck of a lot […]
Read more.
business owner to business owner
Peer-To-Peer Marketing: it’s just one Business Owner to another
by Tony Vidler        Research keeps telling us that peer to peer recommendations, or old fashioned word-of-mouth advertising, is still the most effective form of marketing there is.  Virtually no discriminating consumer today trusts advertising – and virtually all consumers who are prospective professional services clients are discriminating in that they are increasingly selective, wary […]
Read more.
prospecting fishing analogy
Prospecting tip: “Fish at your feet first”
By Tony Vidler, CFP CLU ChFC A fisherman friend gave me a great prospecting reminder: 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 to reel in loads of line until you’ve caught the ones right next […]
Read more.
cenrte of influence prospecting
What prospecting delivers the best results?
By Tony Vidler, CFP CLU ChFC The prospecting method that keeps on delivering the most opportunities is Referrals.   A distant second in the source of new clients for advice firms is Centre of Influence referrals.   Research by the Financial Planning Association showed that on average in the previous year some 34% of new […]
Read more.
How to Position For Your Preferred Referrals
By Tony Vidler There comes the time in our engagement with a prospect or client where we discuss future referral possibilities, and the traditional way of helping people zero in on possibilities is to drop the “who do you know who….” bomb.   It is a bomb too. It gets dropped into the middle of […]
Read more.
The Gordian Knot of Getting Referrals
by Tony Vidler        I am going to put it right out there and probably make a few new enemies:   Pretty much all the referral generation techniques and methods you’ve ever been taught and have tried won’t work with the majority of consumers today.   The great Gordian Knot for professional services is unravelling referral […]
Read more.
You are probably letting hundreds of opportunities go each year
by Tony Vidler There are always the same 2 problems we run into when discussing why so many professionals don’t generate a lot of referrals: 1.  They don’t position for them 2. They aren’t prepared in advance Something like one-third to a half of the people we engage with might be prepared to provide referrals […]
Read more.
This is why most Centre-Of-Influence Referral efforts will fail for most advisers
by Tony Vidler        When it comes to referral marketing there are basically two types of referrers: 1. happy & satisfied clients 2. centres-of-influence   The second category is the one that many advisers struggle with particularly, and the reason they struggle is because they try to cultivate the wrong people as potential centres of […]
Read more.
the key to successful professional networking
Creating a Win-Win is the key to successful networking
by Tony Vidler        The key to successful professional networking is as simple as creating a win-win…everyone know that.   Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful at creating long-term professional networking circles that continually deliver the right type of prospects though. […]
Read more.
WOMBAT is the word!
by Tony Vidler. A couple of recent conversations reminded me that there is one single thing that is continually forgotten, or under-utilized, in the marketing efforts of professional advisers – TESTIMONIALS! You may well ask what this has to do with a Wombat – you may even wonder what the heck a Wombat is.  Humor […]
Read more.