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The Perfect RIA
Prospecting That Works for Advisors
Feb 29, 2024
The podcast discusses the importance of consistency in marketing for financial advisors, the significance of setting realistic targets, and the need for discipline in achieving success. Topics include client segmentation, niche prospecting strategies, hosting effective seminars, and enhancing financial practice efficiency and profitability.
29:54
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Quick takeaways
- Consistency is crucial in marketing for financial advisors, focusing on identifying the right client fit.
- Setting clear expectations and criteria for client onboarding ensures sustainable and mutually beneficial relationships in financial advisory practices.
Deep dives
Categories of People Worked With
There are three main categories of people that are typically worked with in financial planning services – prospects, clients, and centers of influence. Prospects are individuals whom financial advisors aim to engage with but are unsure if the fit is mutual. On the other hand, clients are those who have signed a contract and paid a fee. Centers of influence are professionals like CPAs and attorneys who indirectly contribute to business growth through referrals.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode