Advisor Marketing Made Simple cover image

Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)

Advisor Marketing Made Simple

00:00

Strategies for Client Acquisition and Engagement

This chapter explores effective strategies for gaining new clients in a financial firm, emphasizing the importance of client referrals. It also highlights initiatives like speaking at churches and engaging with professional directories to reach the retiree demographic, alongside preferred methods of client education.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app