Client acquisition

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.