How to avoid burning a bridge when you want to do business with a friend

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Question from a subscriber: “How do I convert a casual friend to a prospect without burning the relationship?”

The easiest thing – ask them if they want to receive your email newsletter.

  • Make sure there is a logical reason why, other than so you can show them you are a financial advisor.
  • The email newsletter had better be a wow, wow, super wow. See these tips.

Take this action TODAY:

Send your friend this email, once:

I have a newsletter where I discuss retirement tips for miliary vets. Given your line of work, I thought I would ask if I can put you on the list?”

If they have no interest in ever doing business with you, they will simply ignore the email and you’ll know not to push it further.

Yeah?

Yaaaaah.

BOOM – there you go, today’s marketing tip for ya!

-Sara G

Did you sign up for my daily newsletter?

Or if you want more…

  • I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.
  • I am an hourly consultant for those who just need one-time or recurring guidance
  • People hire me as a ghostwriter to write content for a project fee
  • I have a social media training program
  • I have a book about what to say on LinkedIn messenger

Thanks for reading. See you in the next one!

-Sara G

Any questions? Send 'em in!

RELATED POSTS

Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Read More »
Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

Read More »