Financial Advisor Marketing Podcast
Business:Investing
How Affluent People Search For Financial Advisors
If you get paid a percentage of your assets under management, it makes sense to work with “big fish”. Landing one wealthy client puts more money in your pocket than ten poor ones.
But getting wealthy clients isn’t easy. First, every advisor tries to get affluent clients. Second, there’s no millionaire’s association you can call for a list of their members. Third, wealthy people are busy.
But that doesn’t mean you have to give up on getting the clients you want. You just have to understand how wealthy people look for financial advisors. In this episode, you’ll find out exactly how affluent investors look for financial advisors (and what they look for when hiring one).
Want to get the millionaire clients you deserve? Listen now!
Show highlights include:
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle.
Links mentioned on the show:
http://theadvisorcoach.com/ads
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/seo-for-financial-advisors.html
https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html
https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html
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