The ClientWise Blog

Please Ignore This If Your Client Acquisition Strategy is Awesome

Posted by Chris Holman on Nov 7, 2013 11:54:00 AM

A while back we asked a group of successful financial advisors this question, “Do you have a distinct and consistent client acquisition strategy?”  86% of the group responded “No” or “Not really”.


This is a pretty interesting response considering that…Client Acquisition and all of the sub-topics that are embedded within and related to…are easily the top-of-mind topics for many (if not most) of the financial advisors who we meet.


This is all somewhat reminiscent of the famous quote about the weather that has been erroneously attributed to Mark Twain. “Everyone talks about the weather, but nobody does anything about it.”


Our Version: Most all financial advisors talk about finding and getting new clients, yet few are really happy about their resultant actions and/or overall results.


In any event, if you are a financial advisor who doesn’t have an “awesome” client acquisition strategy, or even a halfway-decent one, we might have something for you.


ClientWise is hosting a webinar, led by Ray Sclafani, entitled, 6-Step Client Acquisition Process™, Tuesday, November 26th at 4:00 PM EST.


During the course of this jam-packed hour, Ray will discuss:


  • The Client Acquisition Assessment™
  • The 6-Step Client Acquisition Process™ which details how you can build your own “awesome” approach to finding and adding new client relationships,
  • The Client Acquisition Checklist™,
  • And much more.


If you are interested, please save the date… Tuesday, November 26th at 4:00 PM EST.


Better yet, you can reserve space in this complimentary webinar by reserving space today. See below for more information.


The 6 Step Client Acquisition Process

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Topics: Client Acquisition