Want to know how to get referrals in times of great uncertainty?
An advisor told me yesterday that he is getting results with this question he asks clients as he talks with them during market volatility: “Do you know people that are already retired and are nervous about the volatility in the market? Perhaps they may be interested in getting a second opinion.” Pretty simple approach and he says it is having results.
If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all you do. If a client has been working with a financial advisor for a few years, do they recognize all the above and beyond activities that are being done for them or do they consider it just regular service? Do your clients know how unique you are compared to the competition? Do they have something interesting to tell their friends and colleagues about what you do?
Massively successful firms seem to always be looking for that one small tweak in their firm that when fixed or changed, can actually make a significant difference in business. We call this the hunt for the 1%. In top firms that we work with, they are often doing so much right in their business operations, marketing and sales. In fact, you may say they are doing 99% of everything correct. And yet, you don’t see them settling;
There are definitive correlations between doing something different and taking potential risks, and finding more success. Have you counted the number of times you have gone outside of your comfort zone? Each day or week? Once, twice…or more?
If you go outside of your comfort zone and take even a small risk just one time per day would you be wasting time or making opportunities? What is the cost/benefit?
What would happen if in one day you decide to do something different than what you would usually do?
In marketing, delegation is often one of the most critical factors to successful execution. However, delegation can also be the cause of results breaking down.
Delegation as a concept is fairly simple. But, in order for delegation to work, the people that are being delegated to need to have the same understanding as you do of the situation, as well as the goals and objectives. It seems obvious, but this is a recurring and often troubling issue that I see far too often.
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