Use a “dripping” strategy, sending emails to prospects on a regular basis
Online seminars are effective, economical client-acquisition tools
To be effective, endorsements must be credible and specific
The 10,000-hour rule made popular by author Malcolm Gladwell says you have to practise 20 hours a week for 10 years in order to become outstanding at something. This rule applies to financial advisors - and even can improve your golf game
Take a personal approach to keeping in touch
People you meet through referrals client events have the best chance of being qualified
Jim Ruta, president, AdvisorCraft Media and Consulting, gives a pragmatic script for approaching sales “suspects,” a proven method to boost your business and make your prospecting more efficient.
Go the extra mile and exceed expectations
Make sure what you are offering is relevant to your target audience
When you meet clients who are dissatisfied with their current advisor, there are certain rules and guidelines you should follow. Find out why these prospects are unhappy and whether they have spoken to their advisor about the reason