Client acquisition

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.