That'll never happen to me! (But what if it does?)

That'll never happen to me! (But what if it does?)

As an insurance broker or financial adviser, I bet you wish you'd had a pound for every time a customer uttered the immortal words "I don't need that, that'll never happen to me"!

And I bet I can probably guess, as a professional adviser, what your response might have been. But we'll come back to that.


Let’s consider another question for a moment… Whether your business is growing or not; whether you believe it’s achieving its potential or not;?do you have a plan or strategy in place for business development?

Some of you may be thinking “Strategy, that’s a big word, what does he mean by that?”

Well if you've followed any of my content previously, you'll already know I like to keep things simple. Let’s be honest, our industry has, on the odd occasion, made things more complicated than they need to be. For me, straightforward is best. So when I talk about a strategy or a plan, all I really mean is?‘do you regularly put time and effort into winning new customers and growing your business?’

When I talk to brokers and financial planning firms that are growing, I often hear about the numbers being up 10, 20, 30% year on year. When I ask the same people where they get their growth from, more often than not I hear about the strength of their reputation and the quality of their service being the reason 'customers just come’ to them. Or about referrals and recommendations from existing clients. Or word of mouth. To sum up, it’s usually some form of organic or inbound activity. Most people admit to not having a ‘strategy’ in place to develop business – or if they do, they’re often short of time to implement it.


Let’s consider another, bigger question: what if that organic inbound growth dried up??What might be the consequences? And what might that mean for your business?

This could be the point at which you say “that’ll never happen to us”, and you might well be right. You know your business far better than I do.?But what if the worst does happen?

In our line of work, we preach about the importance of assessing, managing and mitigating risk. So to me it makes sense not to leave that to chance – by being on the front foot and having a business development plan in place.

What might this plan or strategy involve?

Like I said, let’s keep it simple:

  • Proactively seeking out and targeting new customers, regularly
  • Operating a ‘sales pipeline’
  • Tracking new or emerging customer needs
  • Measuring the strength of your relationships
  • Constantly developing your team’s skills and capability
  • Having a strong reward structure in place
  • Marketing your business effectively, through the?right?channels, to your?exact?audience in?your niche
  • Active cross-selling and upselling
  • and so much more…?I could go on all day but you get the gist


You can tell by now I’m an advocate of being proactive rather than reactive when it comes to business development. Sorry about me.


So as I start to wrap up this bedtime story, I’ll leave you with one further question. And please be honest with yourself when you answer…?On a scale of 1-10, 10 being high, how satisfied are you with your business development activity and plans?

If your honest answer is anything less than a 10, hopefully by now I’ve convinced you that it’s time to do something about that.


Oh, wait, I almost forgot…!

Here’s my guess on how you respond when a customer tells you it’ll never happen to them… I imagine you’d say something along the lines of?“but what if it does?”

Was I close?

要查看或添加评论,请登录

David Brown的更多文章

  • "Stuffed" full of value?

    "Stuffed" full of value?

    Welcome back to the latest edition of my newsletter. It's fantastic to have you here! If you're a regular reader…

  • Building a High Performing Team isn't impossible... but it can feel like it!

    Building a High Performing Team isn't impossible... but it can feel like it!

    Ever stopped to reflect on what it takes to consistently bring out the best in your team? As a leader, it's a challenge…

    3 条评论
  • Old dog new tricks!

    Old dog new tricks!

    Welcome to another edition of my middle aged man newsletter. Although, in this edition I have a tale about an old dog…

  • Don't overlook the business priorities!

    Don't overlook the business priorities!

    There's so much focus nowadays on the "people" side of being a business leader. There's no question that it's a good…

  • Beating the January Blues

    Beating the January Blues

    The "January blues" is real. It’s that feeling of being fed up, down, depressed or lacking in energy that some people…

    2 条评论
  • Closing it out

    Closing it out

    Many of you out there may already have stopped for the Xmas and New Year holidays. Many may still be frantically trying…

    1 条评论
  • Variety is the spice of life

    Variety is the spice of life

    So they say! It's certainly the case in my career. I've worked in many different places, for several different…

  • Do you feel like an Imposter at work?

    Do you feel like an Imposter at work?

    Andrew Penker Chartered FCIPD, Founder of xsectormentor.com and David Brown, Executive Coach explore the Imposter…

    1 条评论
  • When they tell you time passes quicker the older you get... believe them!

    When they tell you time passes quicker the older you get... believe them!

    It's unbelievable! I can't believe it's almost December! Growing up, I never believed how it could be possible that…

    2 条评论
  • Through the eyes of a customer

    Through the eyes of a customer

    We all have different ways of promoting and selling our services as a business. Away from the rush to be ‘top of page’…

社区洞察

其他会员也浏览了