Checklist: How to Get Clients

Checklist: How to Get Clients

One of the toughest challenges a financial advisor will face is finding clients that are willing to trust you and let you manage their money. Suzanne Wentley, a professional writer and marketing consultant wrote a checklist article for the email marketing firm Constant Contact on how to get clients as a financial advisor. Her first action step is to nail your pitch and create a proposal packet filled with information that lets your prospective clients know what sets you apart from other financial advisors. Her next step is to improve your website ranking. She recommends a well-designed, mobile-responsive website that is optimized for SEO by integrating keywords that people search for. Wentley’s third step is to get listed in directories such as The National Association of Personal Financial Advisors, Garrett Planning Network, Boomerater, Paladin Registry, and the Financial Planning Association Directory. Her next step is to request and monitor reviews. For instance, when someone leaves a review, you should respond to it quickly and professionally. Wentley’s fifth step is to find networking opportunities through LinkedIn or hosting small in-person events. Writing guest blogs is another tool to gain new clients. Look for relevant sites where your clients are likely to spend time and submit blog ideas to those sites. The seventh and final action step is to try paid advertisements as such as Google Ads and see what keywords and messaging are most effective.

Finsum:Marketing consultant Suzanne Wentley provided a seven-step action plan for getting clients, including nailing your pitch, improving your website ranking, getting listed in directories, requesting and monitoring reviews, finding networking opportunities, writing guest blogs, and trying paid advertisements.


  • advisors
  • clients
  • prospective clients
  • practice management

    The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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