Prospecting Strategies: What have you found success with?
Hi everyone,
I'm a first year advisor at an independent RIA. I'm in the process of building my advisory business and am seeking advice on what the best prospecting strategies are.
Any advice helps, thanks everyone!
FP
Have you heard of discovery data? As far as finding prospects, it's a great way to find new prospects.
No, I'll definitely check it out though. Thanks!
you got it
Have you done any cold calling? What about educational seminars?
I've done cold calling with business owners (law practices, small healthcare practices, etc) with little success. I haven't really considered seminars as the senior advisors on my team have told me they haven't found success doing those either but I think it's definitely a path to explore.
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