anne.graham's avatar
anne.graham
Icon for Advisely Board rankAdvisely Board
2 years ago

How do you stay focused on the right client?

I think the best of us get sidetracked into helping people with their challenges, especially when that's what we've had training and experience in. I'm curious about how other advisers, or even business owners "stick to their knitting"? It's so easy to say "yes" to someone especially if things are a bit quiet but what tips and tricks do you use to say "no" to stay focussed? mat.tenison3 jenny.brown deborah.kent 

What to do if a referral isn’t right for you | Advisely 

 

advice servicing
clients
practice management

1 Reply

  • jenny.brown's avatar
    jenny.brown
    Icon for Advisely Board rankAdvisely Board
    2 years ago

    Great question anne.graham I totally agree with you, too often I feel myself slipping into the, I'd like to help you bucket.  With all our marketing we ensure we stick to our ideal client, same with the team and our referrers, we ensure they all know what our ideal client is.
    I position at the beginning of any conversation with a prospect that we are not necessarily the right adviser for everyone, and not every client is the right client for us.  I also endeavour to refer out to other advisers when we get someone who is not our ideal client, or refer them to MoneySmart or one of the other websites.

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content