Tips for financial advisors who want to get bigger clients!

Question from a follower: “I’m sick of working with small accounts. I want to get bigger clients but I don’t know how.”

Before I answer this, I want to be clear with you on something.

If you want to up the size of your client relationships, you are probably way better off trying to deepen relationships with existing clients. It is way easier to get incremental business instead of doing what I’m about to say.

But I’ll continue on anyways.

Shall we?

Take this action TODAY:

• Identify the specific traits of the “upmarket” client you are seeking. Example: “I want to work with families in Voorhees, NJ, having $2 to 5 MM in assets and a need for advanced estate planning.”
• Create a bulletproof wow, wow, super wow offering that goes beyond what the competition is doing. Example: A free course that talks about how to set up a family foundation.
• Find out the names of the people who influence the Voorhees, NJ upmarket clients you want to reach.
  • Voorhees NJ estate planning attorneys
  • Voorhees NJ life coaches
  • Voorhees NJ CPAs
  • Voorhees NJ bloggers
  • Voorhees NJ business council members

• Figure out why those influencers are able to get those Voorhees, NJ people to listen to them. Use similar tactics to get the Voorhees NJ people to listen to you.
• Adopt the right attitude. You are the new kid on the block and you have to earn the trust. It may take 6-9 months. You will have to work hard and overcome rejection and being pshawed.
• Pursue a marketing strategy that allows you to reach your target base. This blog discusses what the basic components may be.

Understand that this may take time. People with something of value have alot to protect and the circles can be closed to outsiders.

So, adopt the right attitude. You are the new kid on the block in a closed circle, and you have to earn the trust. It may take 6-9 months. You will have to work hard and overcome rejection and being pshawed.

These blogs may help:

Financial advisor marketing plan

How to find wealthy clients

Financial advisor marketing blogs

Yeah?

Yaaaaah.

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

-Sara G

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Or if you want more…

• I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.
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• 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