Marketing

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Making Centers of Influence Work: Conversation with an experienced advisor

“I send clients to them and nothing comes back”

This week, we got a question from an advisor (initials “RD”) who read our whitepaper on “Why Referral Marketing Failed You and How to Fix It”. I expect lots of advisors have the same question on finding centers or influence to work with.

If you’ve ever thought, ‘How do I find an accountant to work with?’ or have limited yourself to only those professionals who don’t already have a relationship with an advisor, then you’re missing the huge value of centers of influence. You should read on.

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Below, with the advisor’s permission, we’ve shared the conversation he had with John Prendergast, CEO of Blueleaf. Get ready… times are a-changin’.

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“How do I find accountants who are interested?”

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Two must-have client communication elements you might be missing

Two must-have client communication elements you might be missing

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How information is presented (how it’s organized, what is highlighted, what is absent) has a huge impact on how clients interpret and feel about the information you provide.…

How to Get More Referrals

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#Advisorhack: Never Forget A Name

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Forgetting someone’s name is bad. Remembering someone’s name who doesn’t remember yours, on the other hand, is impressive. In the advisory business, your contacts–whether clients, colleagues, friends, acquaintances–are your livelihood. Forgetting (or remembering) a name could be the difference between a new client and a disappointment. What can we do to make sure that we never forget a name?…

Telling Stories Part II: Know Your Story

Telling Stories Part II: Know Your Story

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Facebook was probably the first social network to figure out that humans crave a good story. And thus Timeline was born, giving us context (in the form of cover photo and timeline) over which to lay all of our little plot-points (statuses, pictures, notes, new friends, etc.) so that our digital stories are easier to comprehend.…

Center of Influence Marketing for Advisors Made Simple

Here is the latest idea from the field: Use the Blueleaf Sharing feature to drive your center of influence marketing strategy.

You know all about center of influence marketing and how working with other professionals like accountants and attorneys can drive great referrals. You also know it can be a huge waste of time with no near-term payoff.…

#AdvisorU: Leveraging Dialect To Earn New Business

#AdvisorU: Leveraging Dialect To Earn New Business

The Power of Dialect

A dialect is a specific form of language. American English has hundreds of dialects and sub-dialects, and you are probably fluent in several of them. Whichever dialect you choose to speak says a lot about you: where you’re from, what you do; who you associate with. Slang words, for example, belong to a specific sub-dialect.Terms like “rad” or “gnarly,”, you’re probably fluent in what I’ll call Extreme Sports English.…

Advisors Train your Social Media Team

Advisors now that you’ve gotten your social media routine down. It’s time to train your employees. Who knows your product better than you? Your employees. Does your employee fall into the category of the digital native or the digital newbie? This infographic will help you train your employees to handle social media according to their skill sets and how to advance them:

Permission to Experiment Fearlessly? Granted.

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Have you ever wondered why it takes you so long to do some of the things on your to-do list? You know, those new ideas that you think could radically improve your business?

You probably think that you don’t have time. I think you struggle with courage. I know I do. See, as humans we fear failure.…