Three Major Challenges Financial Advisors Face when Acquiring Clients

Three Major Challenges Financial Advisors Face when Acquiring Clients

Pinpointing the main challenges Financial Advisors face in their daily work is a challenge in itself, considering there are so many. But here are three of the most often cited pain points – with a few tips on how to address them.

#1. Getting referrals

If like a lot of other advisors, you often find it difficult to ask for referrals it’s because asking for referrals is essentially like asking for help to grow your business. And having to ask for someone’s help feels like admitting that your business is deficient in some way. Asking for referrals also means facing up to your fear of rejection.

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How to Be a Better Prospector

How to Become a Better Prospector

To succeed in this competitive industry, you need to be creative when it comes to acquiring new clients. No one universal approach is likely to be your Holy Grail when it comes to prospecting. Instead, you will need to adopt a number of prospecting approaches and learn, through trial and error, which work best for you. Once you’ve found a method you’re good at, you’re likely to enjoy finding clients that way, boosting your job satisfaction as well as your ability to attract new clients. Here are a few prospecting approaches to try.

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5 Grave Mistakes Financial Advisors Make on LinkedIn

5 Grave Mistakes Financial Advisors Make on LinkedIn

You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.

But like with any aspect of your marketing, there are best practices for making the most of LinkedIn, as well as common mistakes to avoid. .

Here are five grave mistakes Financial Advisors make on LinkedIn.

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