I’m astounded when advisors engage in time consuming tactics such as seminars, direct mail campaigns, trade shows and cold calling, although none of their best clients were attracted in these ways. Replicate your best successes. If you track your client genealogy and discover that your best clients were referrals or introductions, invest your time and money in that area.
At Pareto Systems, our Blue Square clients work with us to ensure that they are always replicating their best success, achieving consistent client acquisition, and driving enterprise value. Take a moment and listen to a short video I did on Blue Square. This could be the turning point in your business: www.paretosystems.com/blue-square