How to Add 12 or More Good Prospects in 6 Months

Slideshow November 21, 2023 at 02:34 PM
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Everyone needs new clients. The reasons are obvious. You lose clients to attrition. You want to grow your business. Maybe you are just starting out. Perhaps you are an experienced advisor and have plateaued. Regardless of the reason, you need new clients. Where will they come from? Clients start as prospects. You have a process that brings them across the finish line. Where are you going to find these prospects? Adding 12 prospects is a modest goal. That is two per month. Let us look at several strategies to make this happen. You can make a case for "staying the course" and simply continuing what you are doing. But if you aren't satisfied with your current results, here are a few ideas for an additional prospecting strategy.