Prospecting

14 ways to reel in clients

There are many ways to add clients, and some work better than others. But they all have flaws. Here are 14 of the most popular strategies, and how you can make them work.

By Bryce Sanders |August 12, 2013

3 min read

Planning and Advice

Create a marketing plan efficiently

Most advisors want to gain more prospects, but few enjoy figuring out how.

By Jordan Rosenberg |August 8, 2013

2 min read

Industry

Reassure antsy prospects

Advisors are in the business of selling. Unfortunately, some clients consider sales a game with winners and losers.

By Bryce Sanders |August 6, 2013

2 min read

Planning and Advice

What clients find on Google: What’s a financial advisor?

When clients look for financial advisors online, results aren't always positive.

August 6, 2013

3 min read

Get beyond cold calling

As a sole practitioner you don’t have a team to help you reel in new clients. But this doesn’t mean you have to rely on cold calling. These four strategies will enable you to find and cultivate the types of clients you want in your book.

3 min read

How to handle insults

You’re at a party and someone asks what you do for a living. Advisors have prepared responses designed to get the other person asking questions. But what do you do when the person puts you down?

3 min read

More ways rich prospects test you socially

If you’ve ever watched soap operas you know wealthy people aren’t strangers to intrigue, betrayal and personal agendas. They test people before bringing them into their orbit and passing is no easy task. Here are some examples.

3 min read

Prospecting

14 ways to reel in clients

Create a marketing plan efficiently

Reassure antsy prospects

What clients find on Google: What’s a financial advisor?

Get beyond cold calling

How to handle insults

What happens when you’re honest with prospects?

More ways rich prospects test you socially

Help prospects leave their advisors

Prospecting on the golf course