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:
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Episode 20 - How to Close Clients Faster with Technology
Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For