Category Archives: Uncategorized

How to Create a Proprietary Marketing Network

Posted by:CLIFTON WARREN

If you’re struggling to produce solid organic growth every year, consider creating your own proprietary marketing network. Financial services marketing falls into three categories: One-dimensional traditional marketing. The focus is on short-term tactics for client acquisition Two-dimensional relationship marketing. The focus is on client retention, achieved by building long-term relationships Three-dimensional proprietary marketing. The focus…

11 Ways to Leverage Prospects That Don’t Buy

Posted by:CLIFTON WARREN

A sales leader had the following conversation with a professional: Leader – I recommended you try referral marketing to boost your productivity. Professional – Referral marketing is not a reliable enough system. Leader – Why not? Professional – Because if you have a slump for a while and don’t make any sales, you run out…

How to Build an Effective Referral Network

Posted by:CLIFTON WARREN

Did you know that networking is one of the most talked about but seldom realized marketing activities? Why? Because many professionals simply don’t understand what effective networking is. As a result, they approach it with the wrong right mindset. Effective networking is about helping others; more importantly, it’s about helping other people to get new…

For those who hate “selling” themselves

Posted by:CLIFTON WARREN

Guest Post by Jason Leister If you hate selling yourself, then maybe today is the day to ask yourself WHY. What if it’s not actually selling that you hate, but the definition of selling that you’ve accepted that is keeping you from embracing the act? What would it take to catapult “selling” from its current…

Insurance Brokers: It’s Time to Protect Your Revenue

Posted by:CLIFTON WARREN

The assistance package announced by the major Australian insurers to assist SME customers impacted by COVID 19 will impact your revenue and cash flow. The finer details are still being ironed out between the brokering industry, insures, and regulators. However, there several pro-active things you can and should be doing today to help protect your…

How to Manage Your Clients, Prospects, and Sales During a Crisis

Posted by:CLIFTON WARREN

The coronavirus crisis is impacting workplaces and rapidly changing the way to manage client and prospect relationships. In this webinar you will learn ideas not just to sustain, but to actually grow your business, during the restrictions caused by the coronavirus: Including how to:  Manage your existing client relationships virtually Develop and nurture prospect relationships virtually Create and manage your…

Top Seven Mistakes Every Sales Leader Should Avoid

Posted by:CLIFTON WARREN

“A team is only as strong as its weakest link” Mark Gray Do you remember The Weakest Link? It was a television quiz show featuring a team of nine contestants. They would take turns to answer general knowledge questions, within a time limit, to create a ‘chain’ of nine correct answers in a row. At…

Your Number One Job is To Sell

Posted by:CLIFTON WARREN

“The purpose of a business is to create a customer.” Peter Drucker Some financial service professionals seem to believe that they are paid for what they know. This is a big mistake. The reality is that you are paid for persuading people to buy from you. You may understand the technical details of your product; you…

Hunters vs Trappers Which is Better?

Posted by:CLIFTON WARREN

There are basically two ways to build a successful financial services business: the hard way as a hunter or the easy way as a trapper. What’s the difference? Hunters are product centered; they concentrate on anything that moves. In the process, they invest a lot of time and energy but get little return on their…

Pound That Rock… and Thrive

Posted by:CLIFTON WARREN

NBA team, the San Antonio Spurs is one of the most successful sporting franchises in the world. Since 1999 they have claimed five NBA titles and 22 overall division titles; they have won at least 50 games in 18 consecutive seasons.   The Spurs’ staple is the concept of ‘pounding the rock’. The adage refers…

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