4 Unique Ways to Get Leads as a Financial Advisor


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Building your client base as a financial advisor can be an overwhelming task. For new advisors especially, gaining the trust and respect of potential clients takes time. And while it’s important to work hard and be patient, it’s also important to continually try new ways to get clients as a financial advisor.

Write blogs

Many people forget that blog writing goes hand in hand with a strong social media strategy. Sure, your Instagram and Facebook are looking their best (and if not, these tips will get them there) but don’t forget about blog posts, which could bring in referrals just the same. What’s your area of expertise in the financial world? Leverage what you know and give people even more of a reason to make an appointment with you for their financial highs and lows.

Perfect your elevator pitch

By now, you should know the importance of an elevator pitch. If not, it’s time to get on board and practice this short pitch in the mirror, with your peers, and even with friends not in the industry to see how you can tweak it to make it perfect. This is what you use when meeting prospects, and it can really make all the difference between a client gained and a prospect lost. Use it to show people what you know and what you can do for them.

Tailor to your audience

If you’re not tailoring your business strategies to different audiences, then you’re not doing enough to turn prospects into long-term clients. How you market toward millennials is going to be different from how you reach out to baby boomers. Strive to make your tactics as personal as possible within these different sectors of the market.

Host a client appreciation event

You’re a financial advisor, not a party planner, but that doesn’t mean you can’t bring out the pigs in a blanket and cocktail napkins for an event that’s sure to bring in tons of new clients. Whether you team up with colleagues or do it on your own, hosting an event can be an effective way to get your name out there. Try making it themed, and be sure to print out new business cards and display your copies of your personally branded magazine.

These are just some of the ways you can get more clients as a financial advisor. Continue to work hard and hone your strengths to build a lasting client base.

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