How to Find Clients
In today’s episode, I show you how to find and attract more ideal clients in both a virtual and live environment.
In the episode, you will learn the process to identify, attract, conduct research and ultimately serve more ideal, profitable clients: “How to Find Clients”.
In this conversation, you will learn:
• How to attract more affluent clients
• How advisors and service professionals are transitioning their business during this crisis
• The 3-step financial advisor business plan
• How to identify your level three “why”
• The financial planner’s lead generation process
• How to attract more ideal clients
• How to acquire new assets during a crisis
Here is the link to watch today’s episode: How to Find Clients
Download “How to Get Your Share of Affluent Women & Couples Clients Guide” here: Affluent Clients
For additional insight on engaging with clients: click here here.
To Your Success and Happiness!