Client acquisition

A few clients in the right profession can lead to a whole book of clients who do the same thing.

When advisors plan unique events to gather clients and their friends, referrals follow.

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.

By deepening relationships with clients, a goals-based approach can lead to more business.

Going the extra mile in client service can help attract quality referrals.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

How to get them to offer unsolicited praise in a social setting.

Don’t be too ‘salesy,’ but rather highlight advice and expertise.

In order to gain the most referrals, it is no longer enough to just cultivate a niche.

As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.

Doing something an advisor loves can bring in more clients than a slew of promotional meetings.

Don’t forget the process of connecting on a holistic basis.

Advisors who differentiate themselves may land business as a byproduct of their unique approach.

Build strong relationships with contacts, and give them an easy way to make referrals.

Securing their loyalties early on can win advisors customers for life and help them gain referrals.