Rachel Staggs

Finding good referral sources can be a challenge for advisers particularly if referral partners are unsure about what makes the ideal advice client.
Yet, advisers don’t need to embark on complex marketing campaigns to provide the information to referral partners.
As Rachel Staggs from SRSCC writes, a simple, focused and repeated campaign can bring new prospects seeking advice as long as the adviser is clear on whom they want.
Rachel provides a real-world example of a campaign she… Show more

Finding good referral sources can be a challenge for advisers particularly if referral partners are unsure about what makes the ideal advice client.
Yet, advisers don’t need to embark on complex marketing campaigns to provide the information to referral partners.
As Rachel Staggs from SRSCC writes, a simple, focused and repeated campaign can bring new prospects seeking advice as long as the adviser is clear on whom they want.
Rachel provides a real-world example of a campaign she developed for an adviser that was easy to execute, and that actually brought in new clients.
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In the digital age, anyone can say anything about anyone – anywhere, and for advisers who rely on a good reputation that can create concerns but as SRS Coaching and Consulting’s Rachel Staggs states there are a number of ways to lessen the negative feedback and to increase the positive.

Does your business have a social media strategy, or just a Facebook page? Are you truly leveraging the power of the digital age?

Many Advisers I talk to wish to attract more of the affluent client, the perception being that they can afford advice and are experienced in paying for it. That said, the more affluent the client the more significant the fee, the more likely perceived expert status will play in the buying decision.

Regular riskinfo eMagazine contributor, Rachel Staggs, talks to advisers about the power of client reviews, particularly within a consumer world that’s changing both the way it communicates and the way it makes decisions…

Regular contributor, Rachel Staggs, has a warning for advisers who fail to embrace modern day marketing, and shares tips on how to avoid being lost in the noise of today’s world…

In her latest article, SRS Coaching & Consulting Founder, Rachel Staggs, urges advisers not to underestimate the power of communication. According to Rachel, the actual words we use, the tone of our language, even the way in which we sit or stand when we communicate can have a big impact on the way in which another person receives and interprets what we are saying.

A recent survey of professional advisers has revealed that their main focus is on delivering value and services to their clients rather than waiting for FoFA to be finalised. The survey was conducted by the Advice Leaders Forum (ALF), started by a group of industry stalwarts seeking to better understand industry trends and to share those with ALF members.

Take some time and have a think of all the businesses, financial planners and others you know. Which ones have the most success? Which ones seem to be natural communicators, great networkers, seem to know everybody? Is that you? Perhaps it’s someone you used to work with or even your business partner? Or maybe it’s the missing element of your business, someone who can easily develop relationships – a people magnet.

SRS Coaching & Consulting founder Rachel Staggs, shares what your clients really think during those first face to face meetings and how you can l...

As a regular industry contributor and passionate sharer of information, there are articles and interviews aimed at helping Adviser attract & retain the right type of clients.