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 American Lifestyle magazine to help you acquire new clients and grow your business today.

Video Transcription

Alright, so as a financial advisor you’re trying to go after new clients and a lot of times those financial advisors we tend to focus all of our effort and retaining our clients which is not a bad thing, but we don’t give a lot of time to going after and acquiring new clients. And in today’s video, I want to give you an exercise that you can use to leverage the power of your magazine to effectively acquire new clients.

What I want you to do is I want you to takeyour book of business out, and I want you to write down all the names. And I want you to separate out your business owner clients. So look at your book of business, and separate out the clients that you have that are business owners.

Write down beside their name who is their CPA, who’s their accountant, who’s their lawyer, who is a peer—another business owner that they might network with—who’s their doctor. What you’ve done in this exercise
is you’ve now given yourself new leads to go after and this is where you can really leverage the power of your magazine.

Call up your current client, use the magazine as a conversation piece because you’re sending it to them, ask them if they’re enjoying it, and then ask them for an intro to their CPA. Let them know that you would love to send the gift of your magazine to them and to introduce to them what you’re doing. Guys, this is such a perfect opportunity because it’s non-threatening it’s non-salesy and it’s 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. There is an effective exercise to give you new leads to go after and use the magazine as your intro to acquire them as a new client. 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.