5 Ways To Attract New Clients To You. Best Ways To Attract New Clients As a CFP®

Financial Advisors,
Here's how to ATTRACT Clients WITHOUT Prospecting or Sales

🔥 Grow your advisory business in just 5 minutes a week

🐤 CONNECT WITH ME🐤
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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POPULAR VIDEOS
Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.

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Music
Star Sky - Simon Groß
Subway Dreams- Dan Henig

#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp

[johamu]

1. Advertising
2. Cold outreach
3. Content
4. Partners
5. Referrals

[Michaelara]

I am 1.5 years out in the field working hard to build my practice and by far referrals have worked the best! Great job

[Michelle_Sanders]

How can I get a good financial advisor?

[DivineDiva]

Wonderful suggestion. I think referrals is the way to go!

[ocbanker]

Thanks, Dave. This is great and I can absolutely relate.

[JaneHandforth]

I’d like to learn more about referral system Dave, thanks

[Rhodriievans]

Hi Dave,

New subscriber here.

Very useful video, thanks very much. I'm curious what system you use for your referrals? I see that you are looking to get a bit of a plan together to share on socials, but are they mostly dialogues during meetings, or emails to current clients etc? Thanks, Rhodri from across the pond.

[Elreydesaus]

I have centers influence from an estate planning attorney who presents with me on workshops. It’s worked out good but the volume isn’t there.

[anacortes]

want to learn more on the referrals system

[Elreydesaus]

New sub here

I’ve been in the business only a year. Been doing education workshops and dinner events as the only means. But what I really need is more appointments. I am S65- can you help me get a lead funnel content going or guide me th right direction?

[TopFinancialAdvisor]

Hello Brother Dave Zoller

I'm a new Financial Advisor aka a Life Insurance Agent.

What Transformations & What End Results do the customer wants, needs & hopes after purchasing Life Insurance Products like Estate Planning (Life Insurance), Wellness Planning (Health Insurance + Critical Illness Insurance), Child Education Planning (Education Insurance), and Retirement Planning (Retirement Insurance) ?

I'm looking forward to hearing from you soon.

Thanks Brother 🙏

[victorbarton]

what’s wrong with the “2 ways I get paid” it’s true lol

[tylerluedke]

referrals....don't have a great process right now