how advisors get new clients

Download a free copy of Client Acquisition Brainstorm: 99 Ideas for Acquiring New Clients™ and learn how to jump-start your client acquisition process with new energy and effective ideas.

  • Each of these ideas based upon proprietary research conducted into top performing wealth management practices
  • Each of these ideas has been helpful in identifying and qualifying million dollar plus households
  • This compelling list of ideas will help you jump start client acquisition strategies for your team