29 surefire ways to prospect for new clients linked in

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29 Surefire Ways to Prospect for New Clients Suzanne Muusers Prosperity Coaching LLC http://www.ProsperityCoaching.biz

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Page 1: 29 surefire ways to prospect for new clients linked in

29 Surefire Ways to Prospect for New Clients

Suzanne MuusersProsperity Coaching LLC

http://www.ProsperityCoaching.biz

Page 2: 29 surefire ways to prospect for new clients linked in

Copyright Suzanne Muusers www.ProsperityCoaching.biz

What you'll need Definition of prospecting How much time you should spend

prospecting Two basic strategies for prospecting 29+ prospecting tactics – be ready to write

down at least 10! Action Plan 3 Goals Exercise 3-5 prospecting tactics out of your top 10

Agenda

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Vision

Think about where you want to be in 5 years

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

LinkedIn profile – well written, professional, compliant

30 second commercial Professionally branded brochure and

matching business card Professional website Thank you cards Email newsletter …..

What you'll need

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Lifeblood of any thriving practice Proactive process as opposed to reactive Constant and well planned effort searching

for people who may be interested what you offer

What is prospecting?

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Length of time in years Time spent marketing

0-3 75%

4-5 50%

6+ 25%

How much time should you spend prospecting?

Even if you have been in business 6+ years, you should still spend ¼ of your time prospecting

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Through people you know Through people you don't know

What are the main ways to prospect?

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Are you using old, tired marketing tactics? Come on!

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

It’s time to rev your engines

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

The HANDOUT – write down at least 10 tactics! Existing clients Master referral conversations EXCELLENT SERVICE – create a client service matrix Send out a service survey Create a client call list Send a 3 letter referral campaign –letter 1-client review

summary We are here for you - We are all faced with financial decisions on a

regular basis. You may need to make a retirement decision, purchase a home, or deal with a career change. Please call us as we are here to help you. Also, you will have friends and family who could benefit from advice at a critical time for them. We will always be honored to help those you care about.

29+ Prospecting Tactics

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Letter 2 sharing a favorite article Letter 3 – educating re: What are the situations that

your friends or family may need a referral to a qualified financial advisor? Births, deaths, moves, new job, job promotions, selling a business…

Client appreciation events – at least one per quarter

Client Review meetings – ask for referral Centers of influence

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Mail Lists –purchased and based on: zip code, affluence, niche, industry

Mail Lists – you compile yourself: local Business Journal – book of lists; new businesses

Direct mail postcard to business owners – with a follow up phone call

I recommend a 6x11 postcard with provocative copy and HUGE call to action

Prospecting to people you don’t know

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Business Networking – Chamber of commerce, leads groups, etc.

Speed networking Public speaking seminars – positioned as

educational workshops Speak to groups -In your client survey, ask for

clubs, organizations, or groups your clients belong to. Offer an educational workshop

Appointment setting services Second opinion services

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Start Groups: MeetUp group, social group Collaborate –lunch and learn Specialty events … Brown bag lunch for a specific niche –

Women's Wealth – A Journey to Financial Success

Martini and Money Happy Hour Write articles for niche publications

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Use your website as a prospecting tool Downloadable brochure List your firm with a “Find an Advisor

Website” http://www.wiseradvisor.com/

http://www.paladinregistry.com/http://www.fpanet.org/

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Get ready to do some work. I push my clients to take action!

Action Plan

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Goals are dreams with deadlines Write down 3 Goals in 60 seconds – why?

Your subconscious mind knows what you want 1. Annual revenue 2. # new clients 3. New AUM

3 Goals Exercise

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Questions you should answer: How to grow through your own clients? How to target prospects who don’t know

you? How to keep in touch with clients &

prospects? Write them down!

Select 3-5 Prospecting Tactics

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

I will review your 3 goals and 3-5 tactics over the phone – & give you a free Marketing Calendar

Email me - Email Subject line: 3 [email protected]

Anyone can download my free E-Book: “10 Powerful Marketing Ideas”at www.ProsperityCoaching.bizon the right hand side of the page

Help is available

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Copyright Suzanne Muusers www.ProsperityCoaching.biz

Call me: 480-463-3171 Visit my website –

www.ProsperityCoaching.biz Get my Business Plan Program for advisors: www.FABusinessPlan.com Get my Affluent Marketing Plan 9 week

course: www.MarketingToTheAffluentCourse.com

Questions?