As a financial advisor, we all know how much of a struggle acquiring new clients can be. In this episode of Above the Noise, Luke provides a unique way to leverage a personally branded magazine to help you acquire new clients and grow your business today.

Video Transcription

Many times, financial advisors tend to focus the majority of their effort on retaining clients, which is not a bad thing, but they don’t give an equitable amount of time to acquiring new ones. In today’s video, I want to give you an exercise that you can use to leverage the power of a personally branded magazine to effectively acquire new clients.

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First, bring up your book of business and identify from among your clients those who own businesses. Pull these names.

Next, beside each name, allow space to include the names of their CPA, accountant, lawyer, doctor—anyone who your clients have within their sphere who also owns their own business or practice.

With this exercise, you’ve identified new leads for whom you can get a warm introduction. Here’s how: leverage the power of your personally branded magazine.

Finally, call up each client on your list of business owners who also receive your magazine. Ask if they’re enjoying it, and then ask them for an “introduction” (not a referral) to their CPA or accountant or lawyer—a brief text message from them to both you and their professional will work. Let them know that you would love to send the gift of your magazine to this professional and introduce yourself. Guys, this is such a perfect opportunity because it’s nonthreatening, nonsalesy, and all about the relationship. It gives you a perfect conversation starter to reach out to these new leads.

The takeaway

So, there you have it guys, an effective exercise to give you new leads and how to use your magazine as your introduction. If you liked these tips, subscribe to our YouTube channel, check us out on Facebook and Instagram, but most importantly take action on this today.