Attracting Clients: Strategies for Virtual and In-Person Environments


Acquiring new clients is essential for sustaining growth in today’s competitive market. Effective strategies for attracting and retaining clients are also crucial for success.

Today, we will discuss eight tips on how to find clients so you can expand your business and increase your revenue.

Develop Your Strategic Plan

Creating an effective marketing plan is critical and should not be overlooked. Too often, advisors don’t believe they need one or have the time to create one. That is not true.

The first step is understanding your target market and figuring out how to reach them.

Conduct thorough market research to identify key factors in your market. This research can help discover how best to approach and ultimately work with your target market.

Start by establishing an online presence with a professional website and active social media engagement.

Content marketing plays a crucial role. It can build your presence in your industry while attracting clients.

Use email marketing campaigns to increase your list of ideal prospects and consistently provide them with value to build trust. In addition, offer your potential clients content in areas other than money.

For instance, topics like travel safety, health, and pet tips are popular for women prospects. Small business owners often enjoy topics on toys, cars, boats, etc. People do business with people they like and trust.

Don’t stop with content, though. Networking and generating referrals are critical to growing your business.

Building genuine relationships and strategic partnerships can open doors to new client opportunities.

As always, make the client experience extraordinary, as this will help to retain your clients for life.

Define Your Target Audience

Begin by clearly defining your target market and understanding their goals and dreams. Conduct market research and create buyer personas to ensure every decision takes this into account.

Some factors to consider are:

  • Age
  • Needs
  • Net worth
  • Wants

Focusing your efforts on reaching the right audience allows you to find your ideal client. This practice improves your service and client experience.

Build a Strong Online Presence

Develop a professional website that showcases your services and incorporates Search Engine Optimization (SEO).
Become active on social media to connect and build relationships. Some social media platforms to consider becoming active on are:

  • LinkedIn
  • Instagram
  • Facebook groups
  • YouTube

Publishing high-quality content and engaging with your audience can help enhance your brand. Investing in your social media profiles is also helpful in connecting with new clients.

Utilize Content Marketing

Content marketing is a powerful strategy for attracting leads. Create informative posts that address common challenges or questions your ideal client faces. Always include a CTA (call to action) in your posts. This approach will help you grow your email list.

These are different format options to provide content.

The most common examples include:

  • Videos
  • Podcasts
  • Blog posts

Position your business as a trusted authority in your industry to build credibility.

Email Marketing Campaigns

Email marketing remains one of the most effective channels for converting prospects into clients.

The first step is to determine what your ideal client wants. Then, build an email list of ideal clients and provide them with content they love.

Filter your email list based on different niche segments.

Include the following in your emails:

  • Compelling subject lines
  • Bullets (most people scan emails)
  • Calls-to-action

Always focus on connecting with your prospects. Avoid sending correspondence to a cold email list and ensure that people opt-in to receive your emails.

Provide Helpful Resources

Most advisors can’t offer special promotions or incentives to their clients. However, you can provide helpful resources and small gifts to thank existing clients for referring new clients to you.

We would send one Tiffany’s wine glass to our female clients who referred people to us. It was amazing how many referrals we started getting. They loved the Tiffany box (the glasses came in) as much as the wine glass.

Host exclusive events or classes to showcase your expertise and that of other experts. These events can be of immense value to prospective and current clients.

Networking and Partnerships

Networking is a valuable strategy for expanding your client base and generating referrals. Attending local events and networking mixers with affluent prospects can be a great way to find new clients and increase your visibility.

Some advantages of networking include:

  • Referrals
  • Case studies
  • Long term strategy

Build genuine relationships and follow up until prospects need your services. A prospect needs your services 3-8% of the year on average. By staying in touch, they will remember when they need your services.

Optimize Your Sales Funnel

Streamlining your processes can help you convert leads into clients.

Begin by mapping out your client’s journey.

Some considerations include:

  • Lead generation
  • Landing pages
  • Email automation
  • Conversion rates

Track key performance metrics to identify areas for improvement in your sales process.

Provide Exceptional Client Service

Delivering exceptional service is the lifeblood of attracting and retaining clients. Be sure to prioritize:

  • Responsiveness
  • Client experience
  • Personalized attention

Listen to their concerns and address any issues they may encounter. By providing a pleasant experience for your current clients, you gain advocates. This process is especially important for financial firms.

How to Find Clients

In today’s episode, you will learn how to find and attract clients in both virtual and live environments. When you know how to attract your ideal client, prospecting becomes easier.

In addition, you will learn the process of identifying, attracting, and conducting research for your ideal client. This can allow you to serve more clients.

In today’s training, you will learn:

  • How to attract more affluent clients
  • How advisors and service professionals effectively transition their business during a crisis or unexpected event
  • The 3-step financial advisor marketing plan that works
  • The one strategy that works with any niche market
  • How to identify your level three “why” so you have the motivation to achieve your goal.
  • A lead generation process that makes prospecting easier
  • The process of finding more clients, as well as how to attract them
  • How to acquire new assets during a crisis. Specifically, how to find new business virtually and in person.
  • The one task you must consistently complete so you can attract, serve, and retain more clients
  • The insight that makes prospecting easy and simple
  • How to discover your ideal client
  • Why research is so essential in the process
  • The best question to ask prospects (this is a game changer)
  • The first step to acquiring new clients

Summary – How to Find Clients

In conclusion, expanding your client base requires a strategic plan.

By defining your target audience and understanding their needs, you can tailor your marketing efforts to attract your ideal client.

Active engagement on social media platforms can also enhance your visibility. Content marketing is also a powerful tool for establishing credibility and generating leads.

Networking is invaluable for expanding your reach and generating referrals from trusted sources. Optimizing your sales funnel ensures a seamless and efficient conversion process.

Providing an exceptional experience makes all the difference.

Developing a long-term plan requires using these strategies and adjusting based on feedback and performance metrics. Finding more clients is about quality.

Creating meaningful relationships, delivering value, and exceeding expectations are critical to success.

Related: Unpacking the Reasons Behind Financial Advisors Falling Short of Their Goals