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Seven Tips to Land Your First Client as a Financial Adviser or Entrepreneur


Published on 2025-01-16 08:40:57 - Kiplinger
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  • Whether someone is a financial adviser, planner or financial business owner, being new to the industry comes with its own set of challenges
  • especially when it comes to finding that first client. While you may have the right credentials and the passion for helping others with their money,

The article from Kiplinger Advisor Collective provides insights from financial professionals on strategies to land your first client. Key tips include leveraging personal networks by asking for referrals from friends, family, and colleagues; establishing a strong online presence through social media, blogs, and professional websites to showcase expertise; offering free workshops or seminars to demonstrate value; networking actively at industry events and local business gatherings; and focusing on niche markets where you can offer specialized services. Additionally, professionals suggest creating valuable content like white papers or newsletters, using LinkedIn for professional networking, and even cold calling with a well-prepared pitch. The overarching theme is to build trust and credibility through consistent, value-driven interactions and to always follow up diligently on leads and referrals.

Read the Full Kiplinger Article at:
[ https://www.kiplinger.com/kiplinger-advisor-collective/financial-professionals-tips-to-land-your-first-client ]
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