Skip to main content

5 Keys to Networking Success - Week 1

By: Cameo Roberson, Principal of Atlas Park 

My name is Cameo.  I’m an advisor, business operations and practice management consultant. I coach other advisors on how to build better advisory firms.

Do you want to move your firm from good to great?

As a guest blogger on the FIN Compliance platform, I’ll share tips and ideas to think about as your grow your firm

Have you ever had trouble creating solid content for your newsletters?

Like many folks, I was having trouble coming up with ideas for my newsletter content. Can you relate? As an entrepreneur, I’m always reading and looking to increase my knowledge base. I decided to take the books I’ve read and share my takeaways.

My latest book. Never Eat Alone and Other Secrets to Success, One Relationship at a Time, by Keith Ferrazzi talks about the power of networking.

When you invest in the success of others, your ability to make a greater impact improves. Networking is necessary and a big part of personal or professional success.

Here are five keys to networking success:

1.    Networking is about making other people more successful
Example: Connect an attorney with and accountant and facilitate the introduction. Do this 1-2 times a month.

2.    You have to be willing to interrupt!
Example: Call one of your client’s accountant or attorneys and ask them out to lunch. Ask what you can do to help them build their practice.

3.    Lists are important!
Example: Last year I checked in with an old prospect and one of them became a client!

4.    Familiarity + Likeability + Credibility = Success
Example: Regularly ‘ping’ your contacts, provide them with useful information and demonstrate your expertise. Be yourself. Share stories that demonstrate your value.

5.    The power of a plan and good habits
Example: Plan out a variety of methodologies (calls, lunches, non-profit work, presentations, client appreciation) and execute the plan in dedicated time blocks.

--Are your networking efforts falling flat? Want to better leverage your COI relationships? Contact me at cameo.roberson@atlasparkco.com to see what we’ve created for advisors to improve their business development efforts.   


-- Cameo Roberson is an advisor, practice management and operations consultant. She works with solos, breakaway advisors and ensemble firms to help them build a better advisory practice and manage key areas of business growth. www.atlasparkco.com --

Comments

Popular posts from this blog

Goal Setting Is Crucial - Week 3

By: Cameo Roberson, Principal of Atlas Park In a webinar I co-hosted for NAPFA (National Association of Personal Financial Advisors) community on Operations, Systems & Automation, one of the main ideas in developing your platform is that it is driven by your firm vision and goals. As an advisor, you have to get clear on your end game and then create steps to get there. To check out the webinar, click here  NAPFA Webinar The same is true for networking. Why are you networking? What do you want to achieve by networking? What are your goals as it relates to networking? If you are not sure of your networking goals, no problem. You can start today and get a plan together. Let’s start with a few tips about having a relationship action plan. ·           Part One: Think about what your goals are, that will fulfill your mission ·           Part Two: Connect those goals to the people, places and things that will help you get the job done ·           Part Three: Determi

Building a system and network - Week 4

By: Cameo Roberson, Principal of Atlas Park In the early days of building my network, I’ll admit – I had no game plan. I just knew I had to do it. Since then, I’ve take some time to build my system for networking. Just like any other part of your practice, business development actions should be outlined in a playbook for you to reference. Before the team goes out on the field, everyone knows what role they need to play. Basically establishing a pre-determined plan and then action steps to carry it out. Here are some ideas of how to build your network. ·           Post your plan in a visible place or create a laminated sheet. Visibility is key. ·           Get a personal board of advisors. Possibly members from your mastermind or study group? These folks can act as both a cheerleader and advisor to hold you accountable to your plan. ·           Identify 3-4 things you can do weekly to support building your network. Remember finding value for others is a great plac