Mar 29, 2021
Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can manage their money themselves.
But if you market yourself well, you...
Mar 22, 2021
If you get paid a percentage of your assets under management, it makes sense to work with “big fish”. Landing one wealthy client puts more money in your pocket than ten poor ones.
But getting wealthy clients isn’t easy. First, every advisor tries to get affluent clients. Second, there’s no...
Mar 15, 2021
Referrals are the best leads you can get. They already trust you, know what you do and are aware they need help with their finances.
But it’s not easy to get others to trust you enough to send their friends to you. Harassing people to get referrals might lose more clients than it wins. But hoping for referrals to...
Mar 8, 2021
If you want to improve your marketing, attract more leads and close more clients, there’s tons of “experts” willing to teach you in their books, courses, webinars and coaching programs. Some are great, others are helpful, but many are just plain ripoffs.
If you’re not a marketing expert, it’s probably hard to...
Mar 1, 2021
Being a financial advisor means you’re in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client.
But right now, it’s almost impossible to meet your prospects and clients in person. It might sound like it makes getting new clients impossible, but you...