How People Find a Financial Advisor

How People Find a Financial Advisor

People search for financial advisors in various ways and via numerous channels. To ensure your appointment book is full, you need to identify where your potential clients are searching so you can focus your marketing efforts in these areas.

Potential clients often find a financial advisor in one (or more) of the following ways.

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Use Your Clients as Your Sales Force

Use clients as your sales force - welcome to Don Connelly 247

A few years ago I got a question from Ryan who was wondering if I could give him some tips on how to increase the word of mouth that his clients give on his behalf and perhaps help to bring in more referrals.

Listen to the recording of my conversation with Ryan or read the transcript below to learn what I suggest he does and how he can use his clients as his sales force.

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Approaching Strangers Can Only Change Your Practice for The Better

Approaching Strangers Can Only Change Your Practice for The Better

You were probably brought up being told ‘don’t talk to strangers’. However, this rule doesn’t apply to adults, especially if you work as a financial advisor. Many advisors struggle with ‘cold’ approaching and prospecting, because it makes them feel anxious and fearful. However, unless you conquer this fear you will not be able to take your business to the next level. People are voice-activated. They are not going to talk to you. You’ve got to talk to them.

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Where Does Social Media Fit in Your Financial Advisor Practice

Where Does Social Media Fit In Your Financial Advsor Practice

Every time advisers discuss passionately that a certain marketing method is dead, or that a new type is the “new thing” I am reminded of the royal decree that occurs when a monarch dies:

The king is dead, long live the king

This refers to the instant succession that occurs in a monarchy – as one King dies the next in line immediately becomes the King.

Marketing professional services is simply not like that at all.

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