In this article, the author provides suggestions on how to gain clients with the help of certified public accountants (CPAs). He explains the reasons why CPAs do not refer such as fear of losing clients, thinking of financial advisors like other brokers and not enough knowledge on how to ...
If you consistently meet goals and complete what you start, your clients will gain confidence in what you do, and more importantly, what you say. Declare What You Don’t Know It’s important for you to know what you’re doing and assure the client that you can get the job done. ...
Do you have any client packages or free downloads that you can use to incentivize clients to provide their contact information in exchange for providing their email? Descriptive bio: your bio should relate to your ideal client, and clearly communicate what followers should expect to gain from ...
being a Jack-of-all-trades isn’t going to cut it with potential clients. Demand is high for specialized labor, so narrow down your options,identify a nicheyou can satisfy, and stick to it. If you want to learn how to get more clients, you have to narrow your focus. ...
Clients are your bread and butter for personal trainers who work for themselves. If you struggle to build up a decent roster of clients, well, you will struggle to pay the bills. But luckily, you are not the first personal trainer in the world to need methods to gain some new clients....
At one time, financial advisors could just run a simple business card-like advertisement in the local newspaper to gain business. But that’s been replaced withdigital paid advertisingthat is more effective and cost-efficient. In searches for the best financial advisors, ads often fill the screen...
Pains and gains are ways of looking at customer needs based on how a product or service can solve an existing customer problem (pain) and how a customer's life stands to benefit from a product or service (gain). Every business has two types of customers: Those who come to the table...
When you have a huge pile of feedback data, it can become overwhelming quickly. In that case, it helps to sort the data into categories to gain some clarity and plan out your next moves. For example, sorting thequalitative vs. quantitative feedbackdata will make it easier for you to ana...
Finally, pay attention to how engaged your consumers are with your brand. Do they interact with your company on social media or other channels? Are they leaving reviews or feedback? The more engaged your clients are, the more likely they are to have a positive experience with your bran...
While retirees and those nearing retirement are an obvious source of business, financial advisors should also look to comparatively underserved demographics to drum up clients. “While most advisors work with retirement-aged individuals with lush portfolios, I focus on the underserved young professional ...