Estimated reading time: 0 minutes, 22 seconds

How Advisors Can Gain New Clients

Friday, Apr 26 2019
Practice Management
Written by  PFA News
How Advisors Can Gain New Clients

Advisors can improve their prospecting by having narrowly defined target clients, developing content marketing campaigns and using social medial. So reports U.S. News & World Report.

Rather than simply targeting prospects with a minimum amount of investible assets, advisors should specify both minimum and maximum assets and also specify geographic locations, targeted age ranges and if ideal prospects have their own businesses.

Read the full article from U.S. News & World Report.

Read 4864 times
Rate this item
(0 votes)
More in this category: « Fiscal Cliff: Challenges and Opportunities for Advisors LPL Offers Advisors New Employment Model »

Visit other PMG Sites:
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline