June 26, 2023 / by Don Connelly / Prospecting / 0 comments
Any financial advisor who’s been in business for more than a minute knows the best way to grow a practice is through referrals. We’re taught from the very beginning that the best source of quality referrals is from clients. Advisors who focus on differentiating themselves by delivering exceptional, highly personalized services to their clients are often rewarded with referrals.
But clients aren’t the only source of referrals. Many highly successful advisors create a comprehensive referral marketing strategy that taps multiple sources. While building a fruitful referral network can take time and effort, it is the one sure way to establish a steady stream of qualified prospects.
Here are five of the best referral sources financial advisors can develop.
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Best Referral Sources for Financial Advisors
June 26, 2023 / by Don Connelly / Prospecting / 0 comments
Any financial advisor who’s been in business for more than a minute knows the best way to grow a practice is through referrals. We’re taught from the very beginning that the best source of quality referrals is from clients. Advisors who focus on differentiating themselves by delivering exceptional, highly personalized services to their clients are often rewarded with referrals.
But clients aren’t the only source of referrals. Many highly successful advisors create a comprehensive referral marketing strategy that taps multiple sources. While building a fruitful referral network can take time and effort, it is the one sure way to establish a steady stream of qualified prospects.
Here are five of the best referral sources financial advisors can develop.
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5 Creative Marketing Ideas for Financial Advisors to Attract New Clients
August 10, 2020 / by Don Connelly / Marketing Yourself / 2 comments
The biggest issue most Financial Advisors face is attracting a steady stream of new clients. In a post-pandemic world that could be even more difficult with seminars and networking events out of the question for a long time to come.
Here are five creative marketing ideas Financial Advisors can use to attract new clients without breaking the bank.
Remember to run any promotional or marketing activity by your compliance department before making any steps toward detailed planning or execution.
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