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See how this veteran advisor initiates a new prospecting opportunity in the natural gas sector. In his reading and research, he has discovered the potential for prospects with newfound money resulting from substantial untapped stores of shale.
Use this seasoned advisor's secret weapon for impressing clients and prospects and setting the stage for building assets under management.
Performing solid due diligence on your stock picks will help you build credibility and gain insights to share with prospects and clients. Stock picker or not, for each investment you explore, you'll assemble a new community of interested and well-informed people that someday may convert easily to new business.
Every financial advisor should have a few stocks if for no other reason than to gain the personal experience and knowledge that comes with picking them. When you enlighten clients and prospects with informational nuggets, you'll stand out from the crowd and enhance your business relationships.
Look around for an untapped market, make yourself visible, socialize among those people whose needs aren't being met, and set yourself up for success. For a lesson in niche marketing, see how this advisor's barber built a booming business by opening shop at 6 a.m.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025