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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, are an ideal way to share views and make contacts among your peers. 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.

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WC00897 12/2016

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