Sales & Marketing
If you belong to a business networking group but aren’t getting the referrals you anticipated, perhaps you aren’t putting in the necessary time and attention. Consultant Michael Goldberg, in a column at ThinkAdvisor, provides a list of questions to ask yourself, such as: What is your definition of a referral? Are you attending every meeting? See the full list in his column below. Also, marketing automation tools can help you streamline your practice, but it’s important to know the pros and cons when selecting a platform. Financial Planning interviews advisors who use two different platforms, Ontraport and Infusionsoft. See a link to the story below.
How to Get More Referrals From a Business Networking Group
By Michael Goldberg
I was inspired by a question asked of me by a financial advisor — a top producer at, well, a top producers meeting. (Always best to go to the top.) “I belong to a networking group that has met once a week for the past four months,” the advisor asked me. “No sales yet. What could I be missing?”
This tech can transform how your practice functions
By Bruce W. Fraser
Source: Financial Planning
Just eight months ago, David Edmond began using a marketing automation tool and says it has made a huge difference in the functioning of his practice. “It allows me to build credibility and trust, and it familiarizes the prospect with my brand,” says Edmond, founder of Atlanta-based Edmond Financial Group, who represents several different insurance companies and uses Santa Barbara, California-based tool Ontraport every day.