- 12 or 23 or 30 quick ideas (any number depending on time) that are all proven to have worked in adviser’s businesses. These include business cards, direct mail, corporate profiles, seminars, getting published, Yellow Pages, client gifts, client functions, newsletters, telephone tips, mentors, clientbase management, getting referrals, working with referral sources, effective use of email, strategic alliances, making money over lunch and many others.
- None are expensive and all are easy to implement.
- Ideas are tailored to the specific audience i.e. insurance, investment, banking or mortgages.
- Why its better to be different than to be better, so these are slightly unusual (proven) ideas to impress clients and allow the adviser to stand out in the crowd.
- Workshop follow up. This topic works well as a keynote followed by an interactive workshop later that day or the following day.
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