client acquisition for financial advisors

Client Acquisition Engine Live Webinar Replay – Lead Generation in a virtual world

2020 Was everything we didn’t expect, and many advisors plunged into turmoil, unable to implement the 1985 client acquisition tactics we know all too well. Reality check: these traditional tactics have been obsolete for a long time, and the brick-and-mortar advisor is dead.

traditional client acquisition for financial advisors involved cold calling

Becoming an advisor of the future

It’s obvious; client acquisition for financial advisors will never remain fixed, nor is there a one size fits all way of doing things. As an advisor, you also don’t want to apply the same tactics as other advisors because your ideal client is different from other advisors. 

What’s a Client Acquisition Engine?

When it comes down to it, client acquisition for financial advisors in the digital age comes down to the reallocation of money you’re already spending to increase revenue while drastically reducing overhead exponentially – it’s that simple.

Watch the webinar replay how you can use this tactic to become an advisor of the future.

If you want to learn more about becoming an advisor of the future then our virtual advisor proclamation ebook is a good place to start!

If you want explore more about the Virtual Advisor System and our other resources, check out our virtual advisor blog.

 

  • 14.06.2021

    […] Lead generation for financial advisors, ugh, where do I begin? As advisors, we need to get the nagging voice out of our heads telling us, “you need more leads”. For decades, advisors have been taught to focus on obtaining leads to grow their business. This is all wrong. We don’t want leads, but rather ideal clients. […]

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