Brewing Client Relationships

There is never enough time to do everything on our “to do” list. Can financial advisers do all the things that need to be done without setting up a bed and living in the office? Client acquisition is the hardest part of the job. There is no silver bullet for getting clients. Follow two tracks: use the daily short-term strategy during business hours; and do your social prospecting, referral and networking approach outside the office. There are plenty of short-term strategies mentioned in classes and books that govern what you can and cannot do when contacting prospects. Here is another...