We know about the three mantras of the financial advisory sales. Referrals, referrals and referrals. It is a tried and tested method of tapping your network for qualified sales prospects. But if you want to grow your sales or leads pipeline beyond your immediate referral network, you need to develop a comprehensive marketing strategy. In this article, we will share with our adviser community, some marketing tips that have been shared in the blogs of leading financial advisers in the US and UK. We know of some financial advisers in India who have been successfully using these strategies for a long time and have got excellent results.
Conclusion
In this article, we have shared some marketing best practices from leading financial advisers in the US and the UK. We know that some financial advisers in India are already executing a number of these practices on a consistent basis. Advisers, who want to share their success stories with your fellow financial advisers, can write to us at connect@advisorkhoj.com. It can be tough for many advisers to find time and resources, for these marketing activities. However, even if you are able to execute on some of these practices, it will go a long way in expanding the potential of your business.
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