This week’s is a short update to again invite you to send us your details for the referral section of the ACES program. A couple of weeks ago I sent you an update regarding two of our advisers who arranged a mutually satisfying arrangement to refer clients one to the other.
That update led many people to contact me to ask who they might align themselves with.
Rather than rely on my memory as to who does what, we would like to have the referral website up and running. This will allow advisers to conduct their own searches for potential referral partners.
If you have not already, please send through your details so that you too can be part of receiving referrals. I listed out what we need in an earlier update, so let me simply cut and paste from that document:
Adviser referral network – nominating specialities
Please send through your bio for use on the adviser referral network. Remember, the bio is used internally by other Dover advisers, so pitch it to that market.
Please also nominate no more than one or two areas of work in which you have a special capacity, as that is the work that you are most likely to receive a referral for. We are limiting these nominations to just two areas, as the early bios included a lot of advisers who were saying they specialise in everything. These bios were taken from your own websites, and the idea of telling the whole world that you can do anything they need is fine – in fact, it is what ACES is facilitating for you. But for the internal system we need people to be more specific.
As a guide, other advisers are unlikely to refer ‘bread and butter’ work such as risk or super. Think of things that other advisers are more likely to need your help with. Things like ‘business succession’ is much more likely to be of interest to another adviser. We have also had some interest in salary packaging, accounting, Centrelink, aged care and direct share & property investment. If these really are areas of specialty, let us know.
We are also asking you to nominate up to four specific client types with whom you work well. Again, be as specific as possible and be wary of nominating everyone’s dream client, as this won’t be of much interest to referrers. Most people want to hang on to their high net wealth professional clients.
Nominating people from a particular industry in which you have experience is a better way to go – if I was doing it myself I might nominate psychologists as I know their situations really well (especially handsome, well-read psychologists with winning smiles).
You too might think of your own past experience when nominating clients with whom you will work particularly effectively.
Let us know your qualifications and memberships.
And also include a flattering photo. Of you, not Brad Pitt or Julia Roberts.
As ever, to get an early jump on the queue for having a website done, please order one here: http://aces.dover.com.au/get-started/.