Build A Consistent System To Get 5-20 Meetings & Clients Each Month In Just 42 Days
If you are Financial Advisor, Planner, RIA Or Wealth Manager looking to grow their practice and get clients in 2019 using a consistent and predictable system.
Book your FREE Strategy Session Today.
Summary
If you are Financial Advisor or Wealth Manager then you must have tried to get clients with your website and social media.
After all a recent Forbes survey found that nearly 85% of Advisors use social media. Now some advisors are able to get over $5 Million in AUM using social media but most Advisors struggler to get even $50K accounts.
The reality is social media is way more complex than door knocking, cold calling, Referral, COI or seminar. That stuff is not that complicated and most companies have proven model to do that.
But when it comes to social media, almost every corporate training fails and there are 99% of things that DON'T work and only 1% that do work and not many people know how to find that 1%.
In this video I share my learnings on that 1% as I spent over $25K and 1.5 Years to figure this out for my own practice. I then have helped over 20 Advisors make progress and get clients using social media.
Here’s what I cover:
- What your "Today" looks like
- The #1 Reason your website and social media is not producing leads
- How to Bridget the "gap" to get clients and some actual clients campaign examples that are working today
Check out this video and let me know what you think in the comments below.
To Your Success!
Deepak Patel
Client Acquisition Consultant for for Financial Advisors, RIA & Wealth Managers
Deepak Patel
I help Financial Advisors, Planners, RIA and Wealth Managers Get Clients With My Advisor Algorithm Program
If you need help the schedule a FREE Strategy Session by clicking the button above and let's talk.
