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Success as a Financial Advisor For Dummies
book

Success as a Financial Advisor For Dummies

by Ivan M. Illan
December 2018
Beginner content levelBeginner
384 pages
9h 53m
English
For Dummies
Content preview from Success as a Financial Advisor For Dummies

Chapter 26

Ten Business-Building Activities

IN THIS CHAPTER

Bullet Keeping in touch with clients and getting in touch with prospects

Bullet Socializing online and off to grow your network

Bullet Serving clients large and small

Bullet Telling people what you do in 25 words or less

Bullet 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.

Tip 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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Publisher Resources

ISBN: 9781119504108Purchase book