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primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
3 months ago

Poll: Are you in a position to take on more clients?

Advice 2030: The Big Shift report revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand.  I am int...
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primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
2 months ago

Thanks for sharing your thoughts on this! Interesting to hear you are looking to onboard 20 new clients, but want to ensure they are the right / ideal clients for your business. Sounds like you have some good tactics in place, but I have heard this can be a challenge for others jenny.brown 

  • jenny.brown's avatar
    jenny.brown
    Icon for Advisely Board rankAdvisely Board
    2 months ago

    Agree primrose.foster and it has been for us over the years, but persistence does pay and with so many people wanting to engage a financial adviser we have found that by consistently sticking to our marketing, telling clients we are open for business, sending referral gifts and thank you gifts, it does work.  Whilst we'd like to, we don't have an accounting or legal firm who send us a steady stream of referrals, but we do have a trusted network of professionals who know we will look after their clients if they send them to us.

    Also having a consistent marketing presence helps, as it shows prospective clients who we are currently working with and who our ideal clients are.

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