12 Ways to Keep Your Pipeline From Drying Up

Slideshow October 24, 2024 at 01:33 PM
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As a financial advisor, there were times I felt like a jet fighter pilot experiencing flame-out. Suddenly, the engine stopped. I had no business in the pipeline. The plane was falling to the ground. Woody Allen once said: "A relationship is like a shark. It has to constantly move forward or it dies. What we have on our hands is a "dead shark."

There are times when financial advisors have no idea where they will be able to find future business.

It can be easy to get anxious. You can spend your time watching the stock market. One of Snoopy's greatest pieces of advice was: "No problem is so big or so complicated that it can't be run away from." That is not you. You don't want one bad day to be followed by another and then another. You need to take action.

There are always reasons to call clients. A lot of this involves finding a niche or an interest, building a list and following up.

Here are 12 things you can do to find business. Some might not be immediate business, but each idea gets you headed toward results.