Financial advisor marketing strategy: leads groups and networking groups

As a financial advisor, there are a lot of ways you can get new clients. New clients can find you online. You might get referrals from current clients. You could meet new clients at events. If you are looking to get new clients, you might want to consider business coaching. […]
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financial advisor phone script to meet with centers of influence

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]
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5 tips for better client review meetings - financial advisors

Financial Advisor Client Review Meetings: Make Them Better

During my work with a coaching client recently, I was motivated by his desire to plan where he wants to be in three years. After discussing his goals, we worked backwards from the three year vantage point and were able to pinpoint activities and prospecting that he should be planning […]
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11 Magic Words: Financial Advisors and Reciprocal Referrals

Financial advisors asking for referrals, now that’s an interesting topic! I was presenting at a conference for financial advisors a few weeks ago. My favorite topic is “Prospecting” so for this group I created a PowerPoint presentation, “29 Surefire Ways to Prospect for New Clients” that includes a section specifically […]
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Financial Advisor Marketing Ideas – Create a Referral Campaign

Financial Advisors can create a Referral Campaign! “Do you get many new clients from referrals?” I asked my new financial advisor client. There was a pause. He cleared his throat and said “Not as many as I would expect.” “How often do you ask for referrals?” I asked cautiously. Another […]
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Referral Marketing Ideas – How to Train Clients to Refer Business to You

Fascinating tidbit: Sixty-five percent of high earning wealth managers earning over $800,000 annually ask their clients for referrals on a regular basis. Growing a financial advisor practice through referrals is not easy to do. Everyone talks about it, but very few advisors actually do it! Why is that? Because advisors […]
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financial advisor referral scripts - great conversations

Financial Advisor Marketing Ideas: Referral Scripts Galore

Financial Advisor Referral Scripts Galore One of the first marketing strategies I discuss when working with a new financial advisor client is to have them become accustomed to asking for referrals, but doing so in a different manner at each opportunity. I know it’s difficult at first to broach the […]
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