referred leads

On some things you just have to roll the dice and take your chances in life. Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always work out of course, but…

Virtually all professional service firms would love to work on referral business alone, but somehow struggle to even get to the point where they have regular referrals from clients that are unsolicited. They are simply…

Word of mouth marketing is more important than ever despite the value of digital and social media. Digital and social are immensely valuable in creating an audience and engaging with prospective customers…BUT… Word-of-mouth marketing is…

If you want to move clients up the loyalty ladder and create advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business…

Building a successful advisory business requires building a systematic referrals process. Key words there are “systematic” and “process”. In the absence of a strong system referrals will simply be received on an ad hoc basis,…

Getting referrals from clients is usually a very hit & miss thing for advisers…IF they remember to put the issue on the table at all. Largely this is an issue created by not being systematic…

Getting more referrals is a bit of a Holy Grail for most advisers. Referrals are gold and we all know that, yet it seems so hard for so many professionals to create consistent and constant…

Getting the COI onboard requires a fair bit more than a smile and a handshake. The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with,…