5 Clever Ways to Find New Clients

Advisors are getting creative with clever strategies to find and attract new clients.

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Comments (2)
Great tips and examples! Regarding "Business Dating:" Time spent on social media is a good business investment, but three hours seems too long for financial professionals. There are some great tools like Hootsuite (https://hootsuite.com)that integrate multiple social media platforms such as Facebook, Twitter, and LinkedIn so users can post and engage with people on a single platform. Finect (https://www.finect.com/) is also a great tool for integrating social media channels, and it is built for financial professionals. With tools like these, advisors can prospect for new clients more efficiently.
Posted by Sherry C | Wednesday, July 03 2013 at 11:45AM ET
When you know who your idea clients are, you know all about their passions and hobbies. Then it's easier to know what type of events would attract them to attend.

Passion marketing -- marketing to your audience based on their passions or hobbies is so very helpful. Especially if you share those passions with your clients, too. And for some reason, passion marketing gets you out of the "box" of the type of marketing everyone else is doing.
Posted by Maria M | Wednesday, July 17 2013 at 7:47PM ET
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