II The financial advisor sees his role as inextricably linked to the ability to attract and retain new clients.
But are we sure it’s always necessary to find new customers? Obsession with acquiring new customers canindeed, The cloud judges and compromises the quality of the service provided. at this Dynamic and competitive environmentit is necessary to adopt A balanced approach It combines a strategy of consolidating existing relationships with innovative approaches to expanding its client portfolio.
In this regard, my training company Quota Training Laboratory Development Course Specifically, helping the consultant find the best approach according to his personality, aiming to develop hidden skills or not testing for fear of failure.
Taking a balanced approach
A balanced approach is to Essential for Financial Advisorsbecause constantly searching for new customers may distract attention from the quality of the service provided. Obsessing over acquiring it can hinder the clarity you need to do your best work. Therefore, it is imperative to implement proven methods that not only reduce the anxiety of finding clients, but also promote calmer management and concrete results.
The importance of believing in your role
Fully believing in your role and ability means The foundation for every financial advisor. this Awareness not only allows you to effectively manage various types of customersand also Build trust and professional relationships. The intrinsic drive to excel in this profession is essential to identifying and taking full advantage of growth opportunities. If we are sure and aware that we strongly want to pursue this career, then we can grow.
What can my clients do for me?
Let’s assume that my client can do something for me. I’ll explain. How useful are we to the client? With what diligence are we going to “follow” him? What “credibility” do I have with him? If all this is consolidated, then nothing prevents the client from referring us to someone like him, who appreciates and values such a demanding role, and we will have to “ask” him to intervene actively among his acquaintances, but it will happen. Sometimes, some clients themselves refer acquaintances/relatives/friends who need professionals to help them with their financial needs. Now let’s analyze other effective strategies for finding new customers.
Practical Strategies for Finding New Customers
There are several specific strategies for expanding your customer base:
- Network and information activities: Organizing targeted events not only increases visibility, but also creates opportunities to meet with interested potential customers. Organizing such events requires careful and targeted planning to ensure the maximum return on investment. Here, too, it is recommended to follow a method: personalized invitations, preferably paper; calling to ask customers to bring friends or acquaintances; a full welcome to make guests feel “special”; careful planning of the time we provide for each guest.
- Targeted marketing approach: Using regional marketing strategies, such as mapping areas of interest, can help set up targeted appointments to showcase your services. Showcasing yourself in the best shops in the area near our office is sure to get results.
- Selective phone calls: Another approach is the classic cold calling, but with a choice. This is not an easy activity, it requires preparation, faith and approach. This applies to every situation in which we decide to make a cold call for my clients as well as for strangers or referrals. Many times we take for granted that we know how to do it, but in the Quota Training Lab course we experience the superficiality of carrying out such an important activity.
Ongoing training and practical exercises
Training laboratory fees it is An indispensable resource for the professional growth of financial advisors. Dedication Full day of theoretical and practical trainingIn our courses, participants undergo exercises designed to correct common mistakes that are often caused by lack of concentration, use of incorrect terminology, lack of listening, distraction or superficiality. Through these intensive courses, we Consultants hone their communication and sales skillslearn to interact more effectively with customers.
In addition, Quota Laboratorio Formazione adopts He uses innovative methods in the classroom, using techniques such asFollow your heart“, it is a collaborative exercise based on freedom of thought, where participants are encouraged to spontaneously come up with as many ideas as possible to achieve a specific goal.
Encourage everyone to participate Look for innovative ideas to expand your customer base. The most rewarding thing about Quota Laboratorio Formazione is seeing the satisfaction participants feel in finding new and effective ways to increase their business. Training laboratory fees keep trying Providing high-quality educational programssupports advisors in discovering innovative ways to grow business and improve participant satisfaction and career success.
This article is The Wall Street Italia column is dedicated to financial advisors who want to talk about their experiences and professional initiatives. If you are interested in publishing your story, please write to us at: social.brown@triboo.it
The author is solely responsible for this contribution and T-Mediahouse does not have any editorial control over it. This article does not constitute and must not be considered in any way as a solicitation for public savings or promotion of any form of investment, nor does it constitute personalized advice under the General Finance Act