Client acquisition

Here are four ways for advisers to position themselves as client-focused.

Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Use a creative approach and make sure the gathering is “authentic.”

Use a creative approach and make sure the gathering is “authentic.”

Advisers should leverage these relationships to reel in clients.

Advisers should leverage these relationships to reel in clients.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Firms that try to be all things for all clients may end up struggling.

Firms that try to be all things for all clients may end up struggling.

Firms that try to be all things for all clients may end up struggling.

Doing good can build relationships and loyalty, so don’t be shy about publicizing your practice’s efforts.

Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.