Seriously effective ways to generate new client enquiries, with Martin Bamford
It’s the second of two solocast episodes in this season of the podcast, and these ideas are adapted from a recent webinar we presented at Bamford Media.
Within this episode of the podcast, I take you through 10 of what I believe are the most effective ways you, as a financial adviser or financial planner, can generate new client enquiries today.
When we speak to financial planners, we’re often told that one of their biggest challenges is generating enough of the right quality leads and client enquiries.
Relatively few financial planners have enough clients already. Those that do have enough often want to improve the quality of their client banks, so bringing in better quality/higher value clients and disengaging with lower quality/value clients.
And all financial planners, even those at capacity, will need to generate enough new clients to maintain their overall client numbers due to natural wastage – death, spending of capital, moving to another adviser.
These marketing techniques are designed to get you in front of the right prospective clients, those who truly value what you do for them and who have sufficient needs and wealth to make your services valuable, and to make them profitable as a client.
Here’s my thoughts on 10 seriously effective ways to generate new client enquiries, in season one, episode seven of the Financial Planner Marketing Playbook from Bamford Media.
Coming up next week
Next week in the final episode of season one of the Financial Planner Marketing Playbook, I’m joined by Sharon Tanton, Creative Director at Valuable Content and co-author of Valuable Content Marketing.
We want the Financial Planner Marketing Playbook to become THE go-to marketing podcast for financial planners, wealth managers and retail financial services providers.
You can find out more about the podcast and subscribe to receive all future episodes at bamfordmedia.co.uk/podcast.
Thank you for listening to this episode and I look forward to sharing with you next week my thoughts on generating client enquiries.
Until then, stay engaging, innovative and authentic.