Financial Marketing

Through my coaching sessions, training events and speaking engagements, I have an opportunity to interact with a lot of financial advisors.  I enjoy answering tough questions and learning about what’s working in the trenches.  Over the last six months, networking has been a popular topic.

Many advisors tell me that they have ramped up their networking efforts.  They’re looking for a marketing edge as they work to overcome the effects of a tough business environment.  Those who are getting it right are seeing great results.

Unfortunately, a large number of these advisors are trying to reinvent the wheel.  They are treating networking as if it’s never been done before.  They forget that any successful client acquisition strategy entails preparation, practice and repetition.