Investment Executive | Five Tips for Focusing on Life Events
Many prospects seek out advisors with deep knowledge in a particular area, such as retirement planning.
Potential clients aren’t going to choose to work with you just because you’re a financial advisor, says Amelia Young, principal of Upside Consulting Group Inc. in Toronto. They will want to work with you because they see how you can help them solve a specific problem.
To attract clients, it’s best to focus on a problem related to a specific life event, Young says, such as downsizing a home for the reduced needs of retirement or dealing with a change in jobs.
Start growing your business by focusing on life events and following these tips: