For financial adviser use only. This information has not been approved for use with customers. If you are a customer please go to www.aviva.co.uk/health-insurance.

Close

We use cookies to give you the best possible online experience. If you continue, we'll assume you are happy for your web browser to receive all cookies from our website. See our cookie policy for more information on cookies and how to manage them.

Aviva’s networking tips for advisers

Strengthening your relationships

Networking is all about being sociable, approachable and knowledgeable. Find out ‘what’s going on’ and show that you’re the friendly face of your business.

Make plans to stay in contact with people, keep notes of your conversations and then stay in touch. Follow up when you say you will – it couldn’t be easier than that. Local networking could be as simple as making regular contact with solicitors, estate agents, accountants, or other professionals. Networking – at a golf club, or at football – is also important. It helps you raise your profile in an approachable, friendly way.

There are several well-known business networks that organise events, such as NRG Networks and BNI – and it’s also worth thinking about ‘online networking opportunities’. Forums, such as www.IFALife.com, are an ideal way to share views and make contacts among your peers. www.linkedin.com also gives opportunities to promote your profile, and make contacts aware of the services you provide.

Our networking tips for financial advisers:

  1. Be genuine – network because you have something of value to offer
  2. Be realistic – set goals, but network among people who could be clients
  3. Be reliable – make contact when you say you will, don’t let people down
  4. Be consistent – a network is something you build over time, it’s not a one-time event

Don’t forget, you’re seeing people in all walks of life at all times. The focus shouldn’t be on products and selling; it’s more about building relationships – gaining insights to peoples’ lives and needs. Record the ‘soft facts’ from your meetings, and try to recall personal information when you meet again.

Whatever your ‘social scene’ happens to be – rugby, football, golf, cricket – if you’re looking for ‘somewhere to meet’, then it’s useful to remember that we can sometimes provide you with tickets to events that aren’t available elsewhere. See our sponsorship pages for more details.

Want to find out more about Growing Your Business with Aviva?

Think of us as part of your team. We’re here to help you learn about and introduce wellness and healthcare products to your clients. Find the right details on our Contact Us page.

WC00897 09/2015

Can we help you?

Talk to us about growing your business.

Find the right details on our Contact Us page