Where do a financial advisor’s best leads and clients come from? It’s no secret. It’s likely every financial advisor will agree that the answer is undoubtedly… referrals. Referrals are potential clients that have been introduced to you by advocates—or fans!
What’s great about referrals is that they tend to move through the sales process much faster than non-referral leads. That’s because the sales process has been initiated by someone the lead already trusts.
Good news! Your marketing efforts are working. Prospects are booking calls through your website, sending you messages on social media, and calling the office directly. But how do you turn interested prospects into paying clients once they’ve made it this far? The answer may not be with you think. Or, at the very least, the answer might be the opposite of what your gut instinct is telling you to do.
Once you have made an initial connection with a prospect,
While virtual conferences are certainly nothing new, they have undoubtedly skyrocketed in popularity in the wake of the COVID-19 pandemic. Social distancing, travel restrictions, and growing health concerns all but eliminated the ability for businesses and entrepreneurs to hold and attend in-person conferences that were once an integral part of their marketing strategies.
I personally have spoken at more than 50 virtual meetings, webinars and conferences since May 2020. I want to share with you what I’ve learned both from being a presenter as well as from attendees and conference hosts as to how to make the most of these events.
It’s that time of year again! Time for the annual company or neighborhood holiday party and all the other social events that come with the season. The truth is that these seasonal events are also a great place for networking. And even if you don’t look at them as a ‘networking event,’ you likely will be meeting new people and making an impression in the process. You may as well make the most of it!
You might not be the type of person who loves to socialize, attend big parties, and network whenever you get the chance. To be a great connector, however, you don’t need to be the type of person that enjoys these things. You don’t need to be an extrovert at all.
Some successful connectors, who would be classified as introverts, will not enter into a social situation without a plan. They will prepare for those they want to meet.
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