Chapter 26
Ten Business-Building Activities
IN THIS CHAPTER
Keeping in touch with clients and getting in touch with prospects
Socializing online and off to grow your network
Serving clients large and small
Telling people what you do in 25 words or less
Highlighting client problems you solved or helped them avoid
Every financial advisor knows that the best way to drum up new business is through marketing and networking, but they often don’t know how to market and network effectively. Many are too pushy and drive away prospects instead of attracting them.
In this chapter, I offer ten suggestions for meeting new prospects and transforming them into clients.
Be natural. Instead of thinking of client acquisition in terms of marketing and sales, think of it in terms of meeting and talking with people and serving their needs. Just be passionate about what you do and eager to bring value ...
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