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3 More Creative Ways for Financial Advisors to Find New Clients

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Manage episode 468396848 series 3582122
Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Ray Sclafani discusses three innovative strategies for financial advisors to expand their client base beyond traditional marketing methods. He emphasizes the importance of creativity in client acquisition, particularly in engaging younger generations. The episode covers starting a podcast, hosting AMA sessions, and writing a book as effective tactics to connect with clients and showcase expertise.

Key Takeaways

  1. Traditional marketing approaches are falling short, especially among younger generations.
  2. It's important to know your target audience when creating content.
  3. Live sessions can drive engagement and attendance.
  4. Successful authors find clients are more willing to refer others.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

55 episodes

Artwork
iconShare
 
Manage episode 468396848 series 3582122
Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Ray Sclafani discusses three innovative strategies for financial advisors to expand their client base beyond traditional marketing methods. He emphasizes the importance of creativity in client acquisition, particularly in engaging younger generations. The episode covers starting a podcast, hosting AMA sessions, and writing a book as effective tactics to connect with clients and showcase expertise.

Key Takeaways

  1. Traditional marketing approaches are falling short, especially among younger generations.
  2. It's important to know your target audience when creating content.
  3. Live sessions can drive engagement and attendance.
  4. Successful authors find clients are more willing to refer others.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

55 episodes

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