9 Creative Ways for Financial Advisors to Acquire Clients

If your client acquisition tactics have become tiring or boring, they’re probably also not working very effectively, either. The tips below will liven up the process, get you thinking differently about your approach, and likely land you a few clients!

1. Get slightly on the periphery: Sometimes going the obvious route isn’t always the best. If you have a niche in any area that you feel is underserved, go after that. For example, if you understand or work well with a particular trade industry — like woodworkers or electricians, even marketing specialists — try joining trade associations specific to these industries.

2. Make something you love a source for professional networking: Everyone does golfing events. If you’re really into another activity you never find time to do from behind your desk, try something else! Local tours, historical attractions, rock climbing, even running groups, are all great ways to network with potential clients and centers of influence.

3. Start a community project: This can be anything from cleaning up your a local park or starting a neighborhood watch to creating a youth group based around financial education and awareness. Anything that places you in a leadership position in support of a good cause (bonus if it highlights your expertise) will reframe you in the eyes of the community and instill within them a sense of trust and knowledge regarding you and your work as a financial advisor.

Read the next six ways for financial advisors to acquire clients on ThinkAdvisor.


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