Most Popular Articlesinto Prospecting Success
May 19, 2009
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Optimists in the investment business claim "Crisis breeds opportunity."
The crisis around us is a lot easier to see than many opportunities – especially if you’re among the growing numbers of Americans who have lost their jobs.
And yet I’ve recently talked to five advisors who translated the disruption of corporate downsizing into new clients.
Here’s how they did it.
Other Articles by Dan Richards
Client Communication
A Five-part Conversation to Rebuild Market Confidence
Five Steps to High Impact Client Meetings
How to Consolidate Client Assets
Lessons from the Loss of a Multi Million Dollar Account
What to Say When You’ve Said It All
Prospecting
A Prospecting Tip from Barack Obama
Becoming the Fall Back Advisor for High End Prospects
Overcoming a Key Barrier to Moving Accounts
Talking to Prospects about Last Year’s Performance
The End of Prospecting
Practice Management
Lessons from Winning Athletes
Structuring Your Day for Maximum Productivity
The Pendulum Never Stops…
Three Myths of Market Underperformance
Twelve Pieces of Good News in the Gloom
Tips for Motivation in 2009
Creating a reputation: The pension specialist
In one major urban center, Advisor One branded himself “the pension specialist” and for the past year has been running radio ads on the local all-news station, encouraging people to call him before making decisions around their pensions. He’s created a dedicated website under the “pension specialist” brand, providing newsletters and seminars focusing on what people who are laid off and retiring need to know.
His website offers an especially broad range of useful information for retiring employees, with a particular focus on government workers.
Offering “tips and traps” workshops
Advisor Two created a 30 minute “tips and traps” workshop on the financial decisions people face when they’re terminated. He approached outplacement counselors and law firms specializing in employment law, offering to conduct his workshop at their offices for their staff. He invited HR managers in his community to attend a luncheon workshop at his office on this topic.
From this, he’s received referrals and invitations to run his workshop for a number of companies.
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