our solutions
acquisition
New client acquisition methodologies are critical to growing your business
When you have a strong foundation in place, all client acquisition strategies will be more successful. Whether you are doing seminars, hosting a radio show, hosting a TV show, purchasing leads, or are a referral-based practice, you must have a new client acquisition plan. What’s even more important than that, is to actually follow that plan. As independent professionals, it is easy to get into the habit of ‘winging it’. You are your own boss. That can be a great thing or it can work against you if you allow it to. Advisors and agents ask constantly, what are the most effective new client acquisition strategies? We focus on what works the best, not experimentation.
- seminars
- workshops
- client introductions
- client professional introduction associations
- cross marketing strategies
take the acquisition quiz
check your acquisition
- Do you have a consistent way of acquiring new clients?
- Have you ever looked at seminar processes of super successful advisors?
- Are your seminar marketing costs as low as they can be?
- Do you proactively acquire 3 or more referrals from every new client?
Only you can truly change your business, but you'll need guidance.
