Becoming a successful financial planner is a unique challenge, with many moving components. It is hugely beneficial to reach outside your inner circles to grow your networks and increase your referral bases.
While this may be achieved via social media marketing, developing personal relationships has been proven to be the most effective solution.
Retirees and those nearing retirement are an obvious source of business, and one of the best ways to win new clients in this demographic is by stepping up personal involvement in their communities.
Whereas traditional marketing campaigns can be costly, community involvement mainly requires some of your staff’s time. And by volunteering your time, you can connect with seniors in your local community, who may one day become your business clients.