A Fast Start for a New Advisor
Hi Bill
We have just started an experienced adviser and are looking at ways in which we can give him a fast start.
Our major problem is we are in Australia and we have recruited him from South Africa, so he has no natural market, not even other South Africans, as there are probably only about a dozen here in Cairns.
We are very happy with the quality of our recruit, but are looking for any good ideas we can get to assist him get off to a flying start. We have bought your “Boot Camp in a Box” and are starting to work our way through the package. I might add that we are and have always been, a “by referral only” practice. We have never seen the need to advertise in any form and we want to keep it that way.
Incidentally, he was one of South Africa’s top amateur golfers, so we do intend to work that part as much as possible.
John S.
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John,
G-day!.
Yes – definitely leverage his golfing ability. The question is how much do you emphasize the golf and how much the fact that he is an experienced (i.e. – good) advisor. Determine 2-3 really nice courses, where people with money play. And have him play there a few times per week (what a job!), walking on as a single – but asking to be put into a group.
He should also get involved in one or more high-profile charities or community service organizations. Also, going to networking events put on my the Chamber of Commerce, Board of Trade (or whatever your equivalent is in Aus.)
As he really gets out in the community he should be looking for 3 opportunities: 1) potential clients, of course; 2) opportunities to present in front of groups (clubs, business associations, executives in a large company, etc.); and 3) other centers of influence who should become part of his network.
Bill