/ by Don Connelly / Prospecting / 0 comments
We’ve often posted about the importance of creating an extraordinary client experience to make yourself more “buzzworthy” as an advisor your clients will want to discuss. You can’t even think about creating a compelling word-of-mouth buzz until you create the kind of service that feels personal, unique, and genuinely caring to your clients. That should be your primary focus.
However, beyond creating an extraordinary client experience, it’s essential to turn your clients into vocal advocates, like human billboards spreading the word about your business. While it does happen—having a delighted client go on and on about your service to a friend or colleague—most people are not naturally inclined to initiate a conversation like that without some help and encouragement.
Here are ten effective ideas to inspire your clients to spread the word and advocate for your business proactively.
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Ten Strategies for Encouraging Your Clients to Spread the Word About Your Business
/ by Don Connelly / Prospecting / 0 comments
We’ve often posted about the importance of creating an extraordinary client experience to make yourself more “buzzworthy” as an advisor your clients will want to discuss. You can’t even think about creating a compelling word-of-mouth buzz until you create the kind of service that feels personal, unique, and genuinely caring to your clients. That should be your primary focus.
However, beyond creating an extraordinary client experience, it’s essential to turn your clients into vocal advocates, like human billboards spreading the word about your business. While it does happen—having a delighted client go on and on about your service to a friend or colleague—most people are not naturally inclined to initiate a conversation like that without some help and encouragement.
Here are ten effective ideas to inspire your clients to spread the word and advocate for your business proactively.
Read more
Make It Your Focus to Be Referable
/ by Don Connelly / Prospecting / 0 comments
I don’t think any one method of prospecting works particularly well, but they all work. The idea is to pick one and stick with it. Whichever method you choose, give it a chance. Don’t bounce around. Get so good at the method you choose that getting referrals become as natural as brushing your teeth in the morning. Position yourself to be referable.
Watch this video or read the transcript below, adapted from the video, to learn how to make yourself referable.
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The Non-Salesy Way to Finding and Attracting Your Ideal Clients
/ by Don Connelly / Prospecting / 0 comments
Financial advisors’ success hinges on building trust and long-term relationships. To do that effectively, they need to target the right audience—individuals who value their expertise and require the specific services they offer.
Successful advisors know how to identify a niche that represents their ideal client. More importantly, they know how to reach out in a way that leads to a connection without resorting to pushy sales tactics. The key is to create a sustainable and repeatable process that positions you as an expert in a particular niche to the extent that they are drawn to your message.
Here are the steps to follow:
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11 Best Practices for Gathering Referrals
/ by Don Connelly / Prospecting / 0 comments
People trust recommendations from people they know, and the lifetime value of a new referral customer is higher than of a client acquired in another way. Despite this, advisors shy away from asking for referrals – citing that to be one of their most awkward tasks.
The good news is that, if asked at the right time, most clients would be happy to advocate on your behalf. Less than a third of advisors ever ask though. Don’t act like the majority – because referrals are at the core of growing your business.
In this post we’ll look at some best practices for gathering referrals.
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