by Deepak Patel
If You Are A Financial Advisor Looking To Generate Leads Consistently…This Will Be An Important Article to Read Now”
Before we discuss the Ultimate Marketing Blueprint for Top Financial Advisors & Wealth Managers, let’s examine the core difference between the OLD and the NEW ways of Client Attraction…
Most Financial Firms have had great success with Seminars and Referrals in the past decades. Most Financial Advisors tends to rely on Seminar to get Leads…
While this has been a powerful strategy in the past, and it may still work for a handful of Advisors, this for sure is not the way forward with the emergence of the NEW way of Client attractions..
“Seminars” have limitations…
There are many challenges concerning the effectiveness of seminars…
The primary challenge is that they attract not the best clients and certainly not the HNW (High Net Worth) individuals, who are strapped for time and prefers to have one of one and direct meeting with Financial Advisors as opposed to going to a massive meet up that takes a lot of time…
Also if you are an Advisors, then this is not the best way for you either. You do NOT want to be waiting in line (along with other fellow peer advisors) to be handed some leads by your Firm…
This is not how you build your business, at the mercy of someone else deciding. Also, the Leads do not consider you as an Expert and will have less respect and low conversion in the later part of the sales process…
Therefore…your must
“Control” your Client Lead Generation Process…
In today’s environment with technology, access to information and time constraints most people have most clients demands a new way of outreach…
For sure some people love free meals and will always show up to your events to get FREE food and education…
But you want to “Attract” Clients, that are SERIOUS and has ASSETS to invest…
Here is the ..
