I hope you get value out of this blog post.
I was reading a tweet from Patrick OShaughnessy and saw the replies. I thought it would be a good idea for us to memorialize the tweet and many of the replies before they are lost in the abyss.
We are going to make this a permanent thing in keeping with our goal. Advisors, you can come back in the future and look for posts with "Tweets for thought" as a heading and be able to pull up others that we may post here. This is the first one. 🙂
And if you would like us to post something, please reach out. You can DM us or email us at "anand @ pulse360.com" (remove the spaces).
Without further ado...this is just a sampling of some great ideas - follow this thread for more replies and gems not captured here.
Financial advisors: in what ways (other than referrals) do you 1) find new prospects and 2) initiate first contact with them?
— Patrick OShaughnessy (@patrick_oshag) December 1, 2019
1. Be active (for me...golf, social events, organizations, etc)
— Shean Fletcher (@SheanFletcher) December 1, 2019
2. Introduce myself with the genuine interest in getting to know people, making friends, and build my/their network.
Most successful (repeatable) offline BD channel for advisors we have seen is Centers Of influence (tax planners, estate lawyers)
— Andres Garcia, CFA (@andrgarc) December 1, 2019
Local organic search + online scheduling tool + office manager calls them within 24 hour of scheduling to thank them and ask what pressing questions they have: https://t.co/gTtJfZcJb6
— Taylor Schulte, CFP® (@DefineFinancial) December 1, 2019
Probating a will is done publicly, lists amount of assets in probate, names of individuals who are receiving assets and their attorneys information. Send a letter to each explaining services.
— AndrewFactor (@AndrewFactor) December 1, 2019
Write an eBook or white paper. Make it a call to action on your website. Both on the home page AND on your bio page. Get traffic to your site. My eBook gets me 3-5 leads per week.
— Mark Tepper (@MarkTepperSWP) December 1, 2019
I have seen booths at local events. Not sure how they work out but great for name recognition.
— Anand Sheth / Helping Advisors (@AnandSheth2) December 1, 2019
For me it’s people who work at the same two companies. Getting to know their benefits plan and then sharing that. I mostly find them on social media, and I initiate contact through email and phone calls.
— Michael Policar (@15MinuteFA) December 1, 2019
