Do you sometimes feel as if you are so busy working with current clients and retaining assets that you don’t have the time or the energy to launch a marketing effort to bring in new clients? If you said yes then you are not alone…that is what most advisors are feeling. I have heard it a lot! I see it as one of the largest things standing in the way of success in attracting new clients into your business.
What if you could attract a whole bunch of new high paying clients into your practice over the next 2 quarters? How would that feel? How much more money would you be making?
The answer is you have to systematize your asset attraction plan.
- It should be easy to implement and plug into your practice
- It should to be fun & not take up too much time
- It should be something you can put on autopilot with a little delegating
- It should be something that works and that you can stick to for a long time
When I was a single Mom rebuilding my business I learned very quickly how to systematize my client attraction plan. …and boy did I get it humming…I was the systematizing queen and it just brought in tons of clients.
Here are a few key answers for you:
You should begin by implementing methods that don’t take continual output of time.
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- Articles or ghost written articles that point to your website “regularly”!
- Weekly or monthly newsletter that gives something for the prospects to sign up on
- Using audio and video on your website if you can “pull marketing”
- A Press Release campaign to your local community
- An event or teleclass series that is run by your assistant or marketing virtual assistant.
You should have an asset attraction plan where an admin can easily help you.
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- This is “such” an important point! You can delegate the organization of your events, your teleclass or conference call series and your newsletter.
- You MUST get good at finding solid support for these kinds of asset attraction methods. I suggest working with a Virtual Assistant. I will give you more later on how to use a VA in your asset attraction plan…
- If you are in your first year of business here is what I did…..I hired two interns to manage my seminars and other events. Heads-up they were very organized very smart interns from Stanford and Berkeley.
You should have an asset attraction plan that is completely mapped out and consistent.
This may sound obvious at first, however, it’s huge impact stuff! Way too many FAs don’t organize their asset/client attraction plans. They just go with the seat of the pants method……this is where you can make a big different in how many clients you bring in!
Sit down and completely write out your plan from beginning to end. One client attraction chanel at a time. For example, if you are going to do seminars then commit to it and schedule it out for 6 months and delegate the admin to someone who you can trust to make it happen. Make sure “everything” is completely scheduled ~ right down to the confirmation emails and the follow-up dates.
Write the list of “everything” that needs to be done run all 6 of them.
Write the list of exactly “who” is in-charge of what to make it happen.
Be sure that it is NOT mostly you. In order for you to bring in A LOT more clients you will need to learn how to delegate!
For more on how to attract a lot more assets a lot easier join my Master’s Circle where I share ALL and give you the step-by-step systems you can plug right into your business.
