If you want to grow your practice, you need to get your lead generation efforts in shape. That means making time for networking.
“Once a week, set aside time with an appropriate contact who can help introduce you to the people you are targeting,” said Mike Greene, senior vice president of Advisor Business Development Group and Financial Planning for Ameriprise Financial.
First things first: Put it on the calendar. (For now, carve out an hour of time
Once you make the time each week, you must figure out how to connect with the community you want to target, says Greene.
We’ll have some tips for that coming soon.
-
Founder Jason Wenk discussed the rapid rise of his firm, his plans for AI, a coming Netflix show with a "cool" name and more.
1h ago -
A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't always clear. Financial advisors have a few ideas.
2h ago -
Departures from the Swiss banking giant show no signs of letting up in a week that also saw LPL Financial and Elevation Pointe announce big deals.
6h ago -
Chuck Roberts, whose recommendations of structured notes landed the St. Louis firm a nearly $133 million arbitration award, was kicked out of the industry after ceasing to cooperate with a regulatory investigation.
July 17 -
Most athletes run into money problems after their playing days are over, but experienced advisors say that with careful planning, this specialized client base can build financial success for the long run.
July 17 -
Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.
July 17