A Powerful Solution for Giving Your Prospects A Clue About Who You Really Are
There is a major issue in financial services, and it very
well may be holding you back from getting the new clients you desire. I wonder
if you have recognized it also. When you walk into a business function or
cocktail party and introduce yourself as a financial advisor, the majority of
people will want to get away. Why are advisors so repelling? Shouldn’t you be
attractive based on all the meaningful work that you do in this noble
profession?
Give People a Reason To Talk About You
Don’t assume that people are excited to talk about the core deliverables of your firm. After all, those things are supposed to be there (i.e. sound investments, good service, good food, etc.). What people will remember and talk about are the unexpected things you have done or said that set you apart. And, it’s often the small things that grab their attention.
A memorable interaction should result in leaving something behind with the people you encounter: a thought,
Is Your Referral Problem a People Problem?
Referrals are generated most often due to the excellent work of your team of passionate people, not because someone asked for a referral. And, the more loyal and passionate your team is, the more referrals seem to magically come into your business.
I have observed many firms attempt to create loyalty and inspiration for excellent work amongst their staff. The problem: loyalty and passion are not something you can force upon people or manufacture.
The Secret Power of Smarketing: The 3 keys to a successful combination of marketing and sales
How is it that a business can be really great at sales but not at marketing, or vice versa? Don’t these two skills go hand in hand? The reality is if you are not closing enough new sales it is either a sales or marketing problem and in rare cases both. The solution? Implementation of a “Smarketing” process in your business.
The two statements I hear a lot are:
“If I get in front of a qualified prospect,
A Strategy for Converting Volatile Market Conditions into a Case for Your Value
I believe that one of the best times to clarify and reinforce your value is during volatile market conditions like we have been experiencing. The key is to have a communications strategy that you are ready to implement.
Here is an example of a common sense communications strategy that some of the top advisory firms religiously employ when market conditions get bumpy.
1. When the market drops 1% or more,
