Here are the top financial advisor prospecting ideas successful advisors recommend. Cold calls are hit-or-miss, and direct marketing is often chucked with the junk mail.
#Build my client base how to#
How to Get New Clients as a Financial Advisorįor financial advisors, cold calling and direct marketing are the ways of the past. So how is a financial advisor to keep a book young? By continually bringing new clients into an advisory practice and engaging the ones you already have. “And as an advisor’s (assets under management) decrease, so will their income,” Anderson says. “If you’re not growing, you’re dying, especially if the advisor has an aging book.”Īs clients grow older, they shift from accumulation to distribution. “Prospecting is really the lifeblood of an advisory firm,” says John Anderson, managing director of advisor services for independent advisor solutions at SEI in Oaks, Pennsylvania. There is no business without clients, and all financial advisors must be experts in the art of finding new clients and engaging existing ones. What your clients need, what they want, where they are, where they’re going and who they can refer along the way.
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