10 Seriously Effective Ways to Generate New Client Enquiries
We hosted the second in a series of free 45-minute webinars for Financial Planners this morning.
This webinar shared ten of our best ideas on the most effective ways for Financial Planners to generate new client enquiries.
When we speak to Financial Planners, they often tell us how difficult it can be to generate a sufficient volume of the right quality new client enquiries.
Even Financial Planners who operate at capacity will need to generate new enquiries to either replace clients lost due to natural wastage or to improve the overall quality and profitability of their client bank.
Before getting into the ten ideas, I explained the importance of having three foundational aspects in place for your marketing.
You need to have your brand clearly defined, along with a compelling value proposition, and a clear idea of your ideal client attributes – what we call your avatar.
The ten seriously effective ways to generate new client enquiries we covered in this webinar were:
-publish a client magazine
-sponsor local events
-create Facebook Custom Audiences
-install the Facebook Pixel on your website
-host a Client Advisory Board
-host a podcast
-send birthday cards
-attend breakfast and lunch networking meetings
-become a published author