By Antoinette Rodriguez, MBA
When preparing a Financial Advisor Marketing Plan, we always ask clients and financial advisors exactly where or how they met. It’s important to review client introduction origins because it can expose organic patterns to help grow an advisory practice. For business productivity purposes, it’s always more cost-effective to replicate the most historically successful strategies first.
Watch the video below to learn more about the top ways successful Financial Advisors have met their clients including via:
- Work
- Social Events
- Affluent Zip Codes
- Hobby and Affinity Groups
- Charity or Religious Organizations
- Professional Service Providers
- Business Events
- Friends and family
- College
Need advice on your Marketing Plan, business strategy, partnership issues or sales training to help your staff become better rainmakers? Contact Antoinette Rodriguez today for a complimentary consultation.
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