Tag Archives: prospects

Define Your Prospect’s Journey with Distinct Touchpoints

Marketing

I saw an interesting video ad in my social media feed last night. The video showed and tracked with a red line just where a website visitor’s mouse traveled as they navigated a particular webpage. Let’s just suffice it to say, the final image looked like the mad scribbles of a kindergartener who got ahold of one too many juice boxes at the lunch table.

Of course, the point of this video ad was to illustrate that you need to have a strategy and flow to your webpages to improve the user experience and lead them where you want them to go—to conversion.

He’s Just Not That Into You! 4 Ways to Connect Quicker with Prospects

Have you ever tried to attract a new prospect but felt that you were falling short of making your case? Sometimes it’s because we may be coming off like a salesperson. Because, if you try to sell someone something, a typical reaction you may receive is that person becomes immediately not that into you. As the nation’s #1 sales expert Jeffrey Gitomer says, “People Don’t Like to Be Sold, But They Love To BUY!™”

Five Compelling Tips To Quickly Prove Your Value To Prospects

When a business states that they “provide exceptional service” do you think people actually believe this? It is like saying, “trust me” or “the check is in the mail.” Empty statements void of facts are a waste of words today.

Consider, are you standing out by sharing things about your firm that are truly compelling and different? Or, are you telling people – in so many words – that you will be ‘better’ than their last financial advisor?

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?

Get Your Prospects To Have A Positive Predisposition

Financial Services

When prospects meet with you for the first time, usually they already feel positive, negative or neutral about doing business with you. The mindset they come to you with can be critically important in determining whether they will eventually do business with you or not. Why is this the case?

Our predispositions often play out the way we think they will. It’s not a mystery, but really just human nature and psychology. If people come to the table wanting to work with you,