One of the primary concerns for personal financial advisors is to be on a constant search for referral resources. Referral resources are the major way for them to keep getting prospective new clients and to expand their business.
It was not any different with Malcolm, with all the degrees and certifications like certified financial planner(CFP) or chartered financial analyst (CFA), he too had to rely vastly on referral resources to get more referrals for new business. And initially, he found himself in quite a deep trouble.
As the competition is quite hard and getting even harder. The United States Department of Labor reports there were 249,000 financial advisors in 2014 and that they are expected to occupy one of the fastest growing sectors of the labor force over the next decade.
Although Malcolm is well versed with all the financial theories and strategies to make any body’s finances straight, when it came to actual client prospecting he began to feel the heat.
As a new personal financial advisor, naturally, he felt the scarcity of connections and business relationships hitting him hard. He kept wondering where can he find prospective referral sources and get more referrals. He browsed all the online articles, blogs and online referral programs on financial advisors finding and prospecting new clients. He read about all the things that he already knew. The targeting and building networks and relationships, engaging with communities with prospective investors, going after leads consisting of attorneys, accountants and CEOs, harnessing the power of social media marketing and free advertising websites. Everything that he could lay his hands on! And there was so much to do in so short a time. Whoa, it was frustrating! He started to lose all the hope at first.
Then suddenly, he stumbled upon the thing that would end all his troubles. Just like the lightning of Zeus, the destination flashed in front of him. And it offered unique solutions to all the troubles of new financial advisors challenged with finding new prospective clients. It was NetProReferral.com!
Here he found everything that he knew he needed and but couldn’t find. He found all the prospects of connectivity and relationship building in one place. He found a place where all the expert professionals from across the fields of accountants, legal professionals and other financial experts waiting to refer him to prospective clients. No need to run here and there in the hope of getting an introduction anymore! Nor any need to have any other online presence anywhere!
NetProReferral gave Malcolm all that he needed for a great boost to his career of a financial advisor and planner. You too can gain like Malcolm, sign up in NetProReferral.com right away!
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