Two Ways to Acquire Clients Post-Pandemic


Sorry to disappoint but .. there is no secret sauce to client acquisition!

There are two ways to organically acquire clients right now:

1. Through your current client/COI relationships

2. Through your social & digital presence

In this video, I talk about the 5 things you need to do next quarter, starting with adopting a "Relentless Prospecting" mindset.

Related: How Financial Advisors Can Work "on" Your Business on a Daily Basis