Blogcast 54: Upgrade Your Clients

Today, let’s discuss prospecting and why it’s such a fail.

Check out the video below:

To read the original article, click on the title: Is There Anything Better Than An Upgrade?

So to summarize:

  1. Prospecting is over – when did you last successfully prospect to anyone?
  2. Want to improve your chances? Start staging a better experience for your existing clients. There is a 47% chance your next client knows an existing client.
  3. See your clients for what they are – precious.

Did you like this video? What challenges in the marketplace are you having that I can address in future Serious Shift Blogcast episodes? Please share your thoughts in the comments section below.

Thank you,

Dennis Moseley-WilliamsAre you ready to shift? We have worked with thousands of professionals who want to “SHIFT” and create more for their customers and themselves.

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Comments (2)

Hi Dennis,

My husband who is a financial advisor sent this to me, a fundraiser, because the principles apply to both of our jobs. I applaud this episode! For years I have “beat the drum” to take care of your donors. Make sure you are friend-raising, not just fundraising. Treat them as true friends. Keeping existing donors is more valuable than running around trying to find more and more. Thank you! I’m going to share this with my boss.


Thanks Karen – We are obsessed with mattering to new people because we are afraid to do what has to be done to matter more to the people who are already convinced. Thanks for the note, and thanks to your husband. DMW

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