Attract More Clients
In today’s episode, Attract More Clients, I show you how to create a plan to attract more ideal, affluent clients.
I will show you how to create a plan, so you can stop chasing prospects and start acquiring more clients..

In this episode, you will learn:
- How to attract more affluent clients. For example, what to do virtually and live to grow your business.
- The 3 step financial advisor business plan
- How to identifying your level three ‘why’
- The financial planner’s lead generation process
- How to create a simple process, so you can grow your business
- How to acquire new assets during a crisis
- Why you must first create a solid foundation, including a daily routine.
- How to stop chasing prospects and start attracting them
- Where you can find more affluent women and couple prospects
- How to create a financial advisor marketing plan, so that lead generation is easy
- The secret lead generation strategy that makes prospecting easy and even fun
- Why research is so critical to finding more ideal prospects
- The three different categories of research
- How to discover your natural niche market (this makes lead generation easier)
- How to create a financial advisor marketing plan that makes lead generation easy
- The secret lead generation strategy that makes prospecting painless and even fun
- Why research is so critical to your finding more ideal affluent prospects
- The three different categories of research
- How to transition your business during a crisis
Get notified of bonus episodes: click here to subscribe and click here to join the conversation on YouTube.
If you want more ideal, profitable clients, here are some resources for you to access:
Download the free template here: Affluent Women & Couples
Here is the link to watch today’s episode: “How to Attract More Ideal, Affluent Clients”
To Your Success and Happiness!
Annette