how to build a good client base as a financial planner?

Answer 1

our second son is a financial planner/salesman for a major name firm.

after almost a decade in the business, he still makes 50 calls a day, 300 days a year looking for the opportunity to make a pitch to potential clients.

you have to have some method to get in front of at least 10 people a week [3% positive response rate] with your hour plus presentation.

If cold calling isn't your thing, there are plenty guys trying the "free lunch" routine backed by mass mailing postcard invitations.


GL

Answer 2

I am planning to start a new business networking website, send me an email.