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Advisor Pathways Exchange Calls |
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Dates to be announced.... Register early! Limited capacity
If you are interested in Exchange Calls email us @info@advisorpathways.com
Call #1: Prospecting for New ClientsAdvisors now find new clients outside their regular network reap the rewards in the long run, and there are key strategies to making this a successful part of your marketing campaign. Having the greatest client system in place in your practice is hindered if you are not able to reach these target clients and establish your value.
Let’s talk:
- You’ve defined your ideal clients, but do you know how to find them?
- Do you have COI’s outside of your area who are aware of your ideal client type?
- Have you ever thought of focusing on a specific sector (i.e. profession) for your client base?
Call #2: Using Media to reach your target marketMore than ever, investors are using research and media to find an Advisor they feel is knowledgeable and trustworthy. Media can establish your expertise and help you deliver your message to a wide array of potential clients.
Let’s talk:
- Does your current marketing plan go beyond material that is dependent upon you or your team for distribution?
- Have you ever been approached to be quoted in an article as an expert?
- Is there a publication your target market reads often?
Contact Us
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Check back for new dates! |
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