Referrals Archives - Page 3 of 4 - Creative Edge

Even though we use social media and digital marketing to connect with clients and prospects, it’s still important for advisors to have face-to-face contact. This doesn’t always require a one-on-one meeting in an office or home setting. Hosting and inviting a group to an appreciation event can help you enhance relationships with clients, meet qualified… Read More

In the past decade or so, the explosion of Internet commerce and social media has changed the way the world does business. More specifically, these advances in technology have changed consumers. The most successful companies of our time – online-based ventures like Amazon, Apple, Google, eBay, and others – found immense success because they were… Read More

In the insurance and financial services industries, some professionals grow effortlessly; others struggle to cultivate leads and retain clients. Contrary to popular belief, success has little to do with a great personality or industry credentials. It comes down to a much simpler phenomenon: top-of-mind awareness. Top-of-mind awareness means that when prospects want or need your… Read More

Sharing interesting and relevant information with clients and prospects can pique their interest in your services. You may have read or heard “experts” explain the importance of blogging as part of your online marketing plan. You may be wondering, “what is a blog, and what will it do for me anyway?” It must be a… Read More

This is a true story of a successful Tailor Made producer in San Diego, Ca. who doubled his production last year by treating his business with a non-traditional mindset to generate leads through client advocates. Prior to last year, he was a $5 million producer, living by the seat of his pants and writing business… Read More

Those who know me or have heard me during a speaking event may know that I did not “grow up” in this industry. My marketing career is actually a mosaic of 17 industry segments highlighted by work with some notable companies and some not-so-notable companies. My experience spans brands such as Heineken, No Nonsense Pantyhose… Read More

A wise man once said, “Productivity is never an accident. It is the result of a commitment to excellence, intelligent planning, and focused effort.” So why is it so many business owners still don’t have a solid plan for success? Now is a great time to take a look at what’s working in your practice… Read More

We place value on just about everything in our lives. Some things like family, friends and mementos from our past we consider invaluable. Sometimes we assign a dollar amount to an item, which is necessary when we go to buy, sell or trade it. Yet when you think about the inherent value of your book of business, how do you determine how much a client is worth to your practice? It can be a lot more complex than simply taking into account his or her assets under management. It’s important you consider the potential clients have for helping you grow your business … and that you act accordingly by showing them real appreciation.

You’re standing in line to get coffee behind a prospect right now with whom you regularly cross paths. You both live in the same community, frequent the same places and know some of the same people. So, it’s no surprise you ran into this person today. Are you going to spark up a conversation, or wait to see if the individual starts a bit of small talk? Our guess is that you’d engage the prospect and muster up a good chat.

Competition plays an integral role in both defining and creating success. And whether your competitive drive is powered by internal forces, external ones or a combination of the two, it is absolutely necessary to help propel you forward toward achieving loftier goals. Now, step back for a minute and think about any and all competitive advantages you may have established in your practice. Maybe you understand your market better than anyone else, have tapped into niche markets others haven’t or simply have a longstanding reputation from your years of service. No matter what is on your list, don’t overlook what may be your most important advantage: your relationship with Creative Marketing.