Your 3-Month Plan for Attracting Clients From Scratch

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I recently had a marketing coaching session with newly independent CFP Scott Davison.

He needed help understanding how to go about attracting new clients – from scratch.  Listen in for a 3-month plan to start TODAY and drive trackable results to your advisory business.

0:00 Introduction
0:35 Scott’s Introduction
1:30 Approachable, Transparent Advisors
2:55 “Going Fishing”
4:20 Whittle Down Clients
9:51 Common Pain points & How to Communicate Them
11:15 Example of Balance
14:10 What am I typing into Google to find an advisor?
15:31 Transfer of Value, Versus Selling Yourself.
16:10 Market Yourself for Exposure
18:58 Target Audience
19:44 Just do it
21:49 Write it all down, Stream of Conscious
23:57 Opportunity Knocks when You Don’t Expect It
26:13 Dedicate to your Campaign
26:33 The Fourth Month
27:30 Metrics: Tracking where you’ve been
29:08 The Bottom Line
31:10 The Conclusion

Questions? Post them in the comments below.


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Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
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