Making an impression: how to sell your services

REFERRALS

clock

Lee Travis, chief executive officer of NMBA, explains why ‘selling' should not be a dirty word.

Successful entrepreneur and businesswoman, Mary Kay Ash, once said: “Nothing happens until somebody sells something”, and she built her empire with customer focus at the very forefront of her ethos. But it is unfortunate that a proportion of the advisory community, in my experience, consider ‘selling’ to be a dirty word, like it is something that should be swept under the carpet and forgotten about. Yes, I understand that trusted advice and service is of paramount importance. Uncovering what clients really want out of life, what is crucial to them, and planning to achieve it. But s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read