Category: Get More Clients

If you want your prospects to actually read your emails, there are two main tasks at hand. First – Write a relevant and interesting email that will get their attention. Awhile back, I wrote a blog post…

When you hop on a call (phone or Zoom) with a new prospect, do you wing it each time? Or do you have a specific process that you prefer to follow? If you’re like me,…

Would you like to create a reputation for yourself that attracts more Right-Fit Clients™?  Would you like to move further away from push prospecting and toward attraction marketing? The first thing you want to do…

“Walking away from potential new business.”  Now there’s a concept that you don’t often hear discussed.  I think there are 4 main situations in which a financial professional should be willing to walk away from…

My job is to make your job easier and more efficient. Especially when it comes to client acquisition. So, I’m always looking out for ideas to share. Some of these ideas are big strategies or…

Shall I start with stating the obvious? Because your prospects are busy and inundated with marketing-message overload, they have set up barriers to reaching them. Gaining their attention has never been harder. So then, the…

One of the biggest obstacles to turning a prospect into a client is inertia – the inertia of the prospect. Sometimes, making a change can be hard for them. They may keep their head in…

Have you been told that you need a way to differentiate yourself from your competitors … and without a strong differentiator, you won’t stand out? Have you been told that this lack of differentiation will…

The term “Survival of the Fittest” was coined by Herbert Spencer in 1864. The biggest misconception that people hold around this concept is that “fittest” means strongest or fastest… that one species survives because it…

During this pandemic, quite a few advisors are expressing frustration that it is taking longer to convert prospects into clients. How about you? Taking longer? About the same? I decided to do an unscientific study…