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Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it’s not the only way.
Abby Salameh, Chief Growth Officer at RFG Advisory, dives deep into what’s working right now when it comes to client acquisition for top-performing financial advisors.
Abby shares insights into four primary strategies her firm is using to drive growth: referrals, paid social events, and digital marketing.
You’ll hear how RFG equips advisors with toolkits and systematized processes to make asking for referrals less awkward and more effective. She also highlights the importance of nurturing new connections through drip campaigns and personalized follow-up.
Bill and Abby also explore how paid social and digital campaigns are creating fresh opportunities, and why events – especially educational ones – remain a tried-and-true method for attracting new clients.
But that’s not all! Abby highlights RFG’s StrongHer Money initiative, designed to empower women investors and help advisors better connect with this fast-growing segment.
Finally, Abby shares her vision for the future of the industry, emphasizing the rising importance of behavioral coaching and building genuine, trust-based client relationships.
Bill and Abby discuss:
- (04:15) Proven strategies for generating more client referrals and introductions
- (13:01) The importance of behavioral finance and its role in client relationship building
- (16:29) Leveraging paid social media to amplify your brand and reach new prospects
- (22:50) Hosting successful client events and how they integrate with digital marketing
- (29:48) RFG Advisory’s initiative to empower and attract women investors
- …And more!
Plus, Abby shares a free growth guide packed with proven strategies used by advisors who are achieving 20%+ organic growth.
Related: The Secret to Winning More Deals: Mastering the Value Conversation