“Sales is an outcome, not a goal. It’s a function of doing numerous things right, starting from the moment you target a potential prospect until you finalize the deal.” – Jill Konrat
A solo advisor can only undertake so many efforts. Those efforts should focus on introductions from clients and professional alliances, LinkedIn, and possibly your “Book of Life.”
As a member of a team you may be able to use other approaches by sharing the marketing workload so you can do some strategic networking, undertake more “intimate events”, conduct targeted roundtables, have a drip program, speak at public forums, and/or develop and manage client advisory boards. All these efforts can help in business development.
Additional resources we recommend:
David I. Leo, Additional Marketing and Sales Approaches Snippet 20
David Leo is Founder of Street Smart Research Group LLC. He is an author, speaker, coach, consultant, and trainer to financial professionals. David is an experienced business manager who works solely with Financial Advisors, Planners and firms who want to organize, structure & grow their businesses by attracting, servicing, and retaining affluent clients.
If you have questions or would like assistance in personalizing and implementing approaches from The Financial Advisor’s Success Manual, schedule a free 45 Minute Strategy Session at https://calendly.com/davidileo or contact me at David@CoachDavidLeo.com or visit my website at www.CoachDavidLeo.com
My book is available at Amazon at https://www.amazon.com/Financial-Advisors-Success-Manual-Structure/dp/0814439136.