1. Advisor Success
7 Strategies for Client Attraction
Quickly and Consistently.
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2. Client Attraction is a Game!
• Marketing
• Strategy
• Niche
• Tools
• Implementation
• Consistency
• Support
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3. Marketing
• Create a marketing plan
• Core message
• Verbal expression
• Executive summary
• Information – proof
• Referrals, networking, direct outreach
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4. Step Out of the Pack
“If you don’t get noticed, you don’t have
anything. You just have to be noticed. But
getting noticed is an art.”
Leo Burnett, Founder of a major ad agency
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5. Niche
• Who are your ideal clients?
• Where do they live/spend time?
• What are they worried about?
• How are you the solution?
• PROVE IT
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6. Strategy
• How will you get
in front of the
clients you want
to attract?
• What methods
and tools will you
use?
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7. Tools
• Email
• Seminars
• Public speaking
• Teleseminars
• “See you on the call”
• Publishing- strongest influencer
• Consistent engagement in social media
weekly videos on same theme
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8. Implementation
• Get into action
• Make the commitment
• Put it on the calendar
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9. Consistency
• Setting a regular communication
• Same time, same day, same theme
• This can be your newsletter, report
and/or a tweet, email etc.
• It doesn’t matter what it is
as long as you do it
consistently
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10. Linked In
• As a tool to establish expertise
• Post relevant comments/posts daily
• Become a participant and user of groups- a
power user
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11. Support
• Team
• Strategic partners
• Coach
• Professionals
• Client referrals
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12. Interaction Process Overview
Prospects
Target Market
Communication
Value Add
Clients Strategic Partners
Conversion
Client/Resource
Advisor (Team)
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13. Find out more
Zoe Sexton is a bestselling author, branding expert and seasoned
veteran of the financial services industry. Her experience includes
financial products and services, from marketing communications to
sales, portfolio management, client attraction,
technical financial writing, white papers,
financial advisor and financial planning .
She holds an MBA in Strategic Leadership.
Zoe specializes in working with financial services
professionals and institutions to develop and
expand and extend their brand.
If you would like to get in touch, she can be reached
at the number below and via her website.
Copyrights belong to www.maguffinworldwide.com 415.888.8864 zoe@maguffinworldwide.com