By Dan Klein – CEO, Sage Marketing

I’m sure everyone has seen the ads – “I’ve gotten tons of new clients and my system is easy” says the guy standing next to the Lamborghini…well, that’s one way to sell your programs. Are they just selling something or are their programs for real???

They seem real for them, but for most hardworking Financial Advisors the ways to get new clients are not that simple. Yes, you need to have a plan, define your niche, and get your marketing message in shape. Those are the basics.

Attracting new clients to your business requires a host of things and one common factor – hard work. Finding new clients is not the most complicated thing to do, but doing those necessary things every day to bring in new clients requires working your butt off in order to get it done. There’s just no way around it. This isn’t meant to depress anyone, just to be realistic. The hours and preparation in working on the things that will help you create the structure to be successful at client acquisition all happen behind the scenes. Developing your plan, creating your communications schedule, making those uncomfortable phone calls and having a certain number of prospects say no are essential ingredients to your success. That is the journey. What most outsiders see when you have done all these things is someone who is successful, and makes it look easy because all they can see are your results.

For 2018 identify those things that you want to achieve. Plan out the activity that is going to get you there, and then find the support you need in order to endure the journey. That is our formula for success. We have helped hundreds of Financial Advisors achieve their goals and still have not found that easy silver bullet for success. It’s a combination of things that will help get you to the finish line, and we would love to be a part of your journey.