This is the first in a series of blogs that offer a complete plan to get a steady flow of profitable clients and freedom to work the way you want.
I’ve talked to many financial advisors who are struggling to get enough profitable clients. They don’t know how to attract ideal clients who pay them well and give good referrals.
As a result they work hard with low paying clients. They feel the pressure to earn more money. They go out hunting for more clients. It’s hard work. They’re not sure where to find prospects or what to say when they meet them. They lack a follow-up system to nurture their leads.