referred leads

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…

Testimonials are great marketing, but they are losing their effectiveness a little if you still do them conventionally. All is not lost with testimonials however, as one small change CAN make them resonate with your…

Advisers should not overlook the potential to generate more interest with influencers in referring clients by appealing to their self interest. I am talking about their self-interest in the context of helping them keep their…

For many successful advisers their reputation is the critical marketing success factor in their careers. And who has done reputation marketing – or “famous just for being famous” – better than the Kardashians? Reputation in…

If you want to generate recommendations from clients and prospects it pays to understand how it is a different process from getting referrals, and if referrals are “the gold medal” then recommendations are the “silver”.…

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…

Too many referrals today are not converting into clients for too many professionals – and all too often the professionals are puzzled about why that is. Typically it comes down to us not looking good…

Why so many professionals struggle to get referral business consistently generally comes down to 2 things: 1. They don’t position for them 2. They aren’t prepared in advance Something like one-third to a half of…