Grow Your Client Base for Financial Advisers


This half day workshop is for financial advisers who want to grow their client base. You will leave the session with new ideas and a focused approach as to how to spend your time doing the right things to attract new customers. The session will evaluate the options you have for growing your clients based on their profile. These options include:
• Advertising – when it is worth considering and how best to get results
• Lead Generation – what are the options when it comes to buying in leads, the costs and results?
• Public relations – how to get media coverage for free?
• Referrals – when are they most effective and how to stimulate more?
• Professional Connections – how to nurture and grow relationships
• Being social – tips on lead generation techniques using social media

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