Advisors (Which I know you already know)
Did a seminar for 25 this morning at an advisors office. They sent an email, I showed up. (I do supply the cookies. So that cost $50. Cookies are too damn expensive!) Looked smart. Sounded cute. 7 emails since noon, 11 app appts next week.
Ask your clients for introductions to FP's.
Start making list of advisors in the area, show up in January. With cookies or whatever, for both the gatekeeper and advisor. Tell them what you want. My network took YEARS to get me a steady pipeline. Its going to be 6 months before you start to see the results of networking.
Send handwritten thank you cards. Your buddy's wife who is HAND ADDRESSING the letters? Those get opened. Every time.
Right now, you need to be focused on current clients, their handwritten thank you cards and asking for referrals. How are you going to add 100 people between now and Dec 7???
Then the week of January 8, start visiting FP offices to fill the pipeline for 2018....
Did a seminar for 25 this morning at an advisors office. They sent an email, I showed up. (I do supply the cookies. So that cost $50. Cookies are too damn expensive!) Looked smart. Sounded cute. 7 emails since noon, 11 app appts next week.
Ask your clients for introductions to FP's.
Start making list of advisors in the area, show up in January. With cookies or whatever, for both the gatekeeper and advisor. Tell them what you want. My network took YEARS to get me a steady pipeline. Its going to be 6 months before you start to see the results of networking.
Send handwritten thank you cards. Your buddy's wife who is HAND ADDRESSING the letters? Those get opened. Every time.
Right now, you need to be focused on current clients, their handwritten thank you cards and asking for referrals. How are you going to add 100 people between now and Dec 7???
Then the week of January 8, start visiting FP offices to fill the pipeline for 2018....