As you may know, we are about to launch a new course for financial advisors based on the #1 question we receive from our members:
“How did a single advisor ever acquire 1,242 clients? What specific methods did you use to acquire that many clients?”
Ultimately, I transformed my business and now deal with a small community of Ideal Clients. Nevertheless, the time has come to document all of the specific methods I used to acquire new clients. But I could use your help.
While I’m putting the finishing touches on this material over the next few weeks, I invite you to leave a comment below with any client acquisition-related questions you have.
Maybe you’re curious about how I quickly and effortlessly acquired new clients, even though I’m introverted, have call reluctance, and have a low tolerance for clients who aren’t serious about their goals. Or maybe you have a question about how I inspired my clients to provide a consistent stream of referrals without me asking them to.
If it’s something I haven’t already included, I’ll add it to the course. Maybe it’s something no advisor has ever asked me before!
I bet you’re a bit like I was before I transformed my business:
- You prefer simplicity over complexity, and a simplified client acquisition process appeals to you
- You’re tired of the financial services industry teaching client acquisition methods that make you look like every other Financial Advisor out there
- You just want to know the top 1% of strategies that really work best (and have actually been implemented successfully)
Well, now’s your chance to find out, and also have some input into the development of this course that will address all of those issues and more. I documented everything that worked best when it came to acquiring new clients (while eliminating strategies that were a waste of time). I also want to tailor this material around what you’re most curious about. Comment below and help me make sure I don’t leave out anything important.
Ask Me Anything
Let me know: What are you struggling with? What questions would you like answered from a Financial Advisor who’s actually done it? What stands in the way of you adding more clients quickly?
What would you most like to know from a financial advisor who’s acquired more than 1,500 new clients over the past 30 years? What questions do you have for someone who politely disengaged from more than 1,225 Non-Ideal Clients in order to focus only on Ideal Clients? What aspects of the Client Acquisition process have you never seen discussed and want to know more about?
Comment below with your top two questions about client acquisition, and I’ll work them into the course. It’s okay if you need some time to think about it—just bookmark this page, and come back when a client acquisition question pops into your mind.
So: What are your top two (2) questions about Client Acquisition that I absolutely NEED to answer in my new course?
Responses