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Tag: Client Engagement

Get More Referrals by Adjusting Your Referral Self-Talk Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients Adopting a process to produce a…

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Stop confusing your prospects and clients! That’s a strong statement, I know. When you use terms that your prospects and clients may not understand, you risk confusing them. Or even worse – offending them. And…

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Are you serving individuals or are you serving families? There’s a huge difference! None of your clients’ financial lives exist in a vacuum. Your clients make decisions that impact others and vice versa. One top…

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You’ve set an appointment with a brand-new prospect (virtual or in-person). That’s great! Now… what is your plan to engage with that new prospect before the meeting? If you can enhance both the value connection…

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We are human… therefore, we have made assumptions about the client acquisition process that guides our actions. Some of these assumptions serve us and some of them don’t. I’ve just launched my newest online academy…

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Spending time with your clients in a non-business, social setting will bring many benefits to both you and them. Whether it’s sharing a meal like breakfast, lunch or dinner, or enjoying activities such as drinks, golf, or…

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TRUE OR FALSE? My satisfied clients will provide me with introductions to all the Right-Fit Clients™ can handle.             FALSE – Ongoing research conducted by Julie Littlechild (Absolute Engagement) has demonstrated that satisfied clients are…

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Is a strategic presence on LinkedIn important to your business growth? Yes, it probably is. Do you need to spend a lot of resources with LinkedIn to be successful in this business? No, probably not.
The people making the most money with LinkedIn are the people trying to convince you to use them to either create content, run your LinkedIn activity, or both.

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Just because you create a vision and a plan to address all of your client’s fears and concerns doesn’t mean those fears and concerns automatically disappear forever. 

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Some advisors shy away from creating referral opportunities during bear and volatile markets, while others seize on the opportunities that are all around them. Here are some suggested perspectives and actions that I believe will help you through this or any bear or volatile market.

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