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

Marketing for financial advisors is soooo hard!
Financial Advisor Marketing

Marketing for financial advisors is hard!

With a little bit of creativity, which to be blunt is the last thing on any financial advisor’s mind given all the stress they’re under, you can refocus the lens through which the world sees you. Here are some market-beating social media strategies that are a core holding for all financial advisor and financial planner marketing portfolios.

Read More »