The ClientWise Blog

How are you acquiring clients today?

Posted by Irfan Raja on Mar 21, 2018 3:26:27 PM

All businesses need a sound marketing strategy, particularly in acquiring new clients. It’s not enough to be an expert in your field or provide outstanding service. If no one knows who you are, what you do, or more importantly, how you can help them, it is difficult to attract new clients.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: client acquisition strategies

Advisor Growth Strategies: Part One

Posted by Ray Sclafani on Nov 4, 2016 11:57:24 AM

Ask any advisor about their strategy for growth and nine times out of ten their response will focus on the acquisition of new clients either through loyal client advocates, professional advocates or the acquisition of one or more practices. While all are certainly viable approaches to building your business, far too many practices miss the low-hanging fruit – the opportunity that’s right there in plain sight…organic growth realized through the expansion of existing relationships.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, client acquisition strategies