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How to Get Clients as a Financial Advisor by Looking Beyond the 1%

Mike Langford
Nov 20, 2019

In a recent study by CNBC and Acorns, it was revealed that 99% of Americans are NOT working with a financial advisor. That means that nearly everyone you come in contact with is likely in need of your services.

In this episode of the Modern Financial Advisor podcast, I will explain why now is the best time to start targeting the 99% and share a few strategies for how to find clients. There are plenty of fish out there but everyone seems to be focused on landing the big ones while millions of quality clients swim right by everyday.

Resources and Links Mentioned In the Episode:

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream


Video Overview

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

Related Episodes:

Episode 20 - How to Close Clients Faster with Technology

Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For


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