Get More Clients Blog

I’ve written about the topic of differentiation many times and I suppose I will continue to do so until I ride my bicycle (or kayak or golf cart) off into the sunset. In my latest…

Have you noticed that most of the prospects who convert into clients are going through some sort of life event that has put you and your work on their radar? Look… Any introduction to a…

The dreaded, “I already have an advisor.”  This statement from a prospect will stop most advisors in their tracks.   How would you like to reduce the chances of hearing that unwelcome phrase to almost nil? …

In this article, we’ll discuss one area that typically needs attention when communicating your value more effectively to win new ideal clients.

The more fluently your prospects can process the information you provide to them, the easier it is for them to make decisions.  Like the decision to work with you.

Do you truly know what each of your clients values in their relationship with you? In this post we’ll discuss the results of a study performed by the The Spectrum Group specifically measuring certain areas of communication that impact client loyalty.

Studies have proven that while most satisfied clients are loyal, there is a low correlation between client satisfaction and providing referrals, a.k.a., advocacy.

Most financial professionals seem to view the words selling or sales or salesperson as dirty words. Do you? 

Are you beginning to think about your goals for next year? – Here are 2 goals types of goals you should be creating and 2 mistakes to avoid.

The lifetime value of our clients is not just how you may serve them over a lifetime, it’s also who they can introduce you to over the lifetime of the relationship.  You may be missing opportunities to: