To succeed as a financial advisor, you must continue connecting with and converting new prospects into clients. But that’s easier said than done. How do the top financial advisors reach new clients? The good news is that there are traditional and modern methods that can help with prospecting, referral, networking, and marketing strategies. Without further adieu, here are some practical tips for financial advisors to get clients and how to implement them in your business.

Find More Qualified Leads

Are you ready to grow your financial business? While there are various methods for finding new clients as a financial advisor, some may work better than others, depending on your niche and target audience. In this post, we’ll explore some of the most effective ways to acquire new clients and grow your business.

Prospecting for Clients

Prospecting as a financial advisor involves actively seeking out potential clients through various methods. Have you tried any of these common methods to get new clients?


Cold Calling

Just like it sounds, cold calling involves contacting potential clients via phone without any prior relationship or connection. While this method can be effective, it requires a lot of time and effort, and it may not be the best approach for every financial advisor to get new clients.

Direct Mail

Direct mail involves sending marketing materials, such as brochures, letters, or personalized invitations to events to a list of potential clients. This approach can be expensive but can also be effective if done correctly.

Email Marketing

The best part about email marketing is that it is the cheapest form of marketing. As we all know, it involves sending promotional emails to a list of potential clients who have opted in to receive them. This method can be cost-effective and allows for personalized messaging, but it requires a solid email list and a well-crafted message to be effective.

Financial Seminars

With proven success for over 25 years, financial seminars are crucial to success for many financial advisors. Nothing is more effective than meeting with dozens of motivated prospects face-to-face.


Like financial seminars, webinars create an environment where your prospects can learn about your business and expertise and decide to trust you with their financial assets. The best part about webinars is that they can run consistently along with your other marketing materials, creating a 24/7 stream of prospects.

Educational Workshops

Many of your prospects are looking for solutions to their problems and concerns. Participating in educational workshops creates an environment where you network with prospects and highlight your extensive experience. In-person educational events are a highly successful way to win over and convert more clients.

Don’t Forget Referral Strategies

Referrals are one of the most effective ways financial advisors acquire new clients. What could be better than a recommendation from a current client?


Just Ask!

One of the easiest ways to get referrals is simply to ask your existing clients if they know anyone who could benefit from your services. This approach can be effective if done in a non-intrusive way and if your clients are satisfied with your services.

Referral Incentives

Offering an incentive, such as a discount or a gift card, can effectively encourage clients to refer new business to you. However, ensuring the incentive is not too large or perceived as a bribe is essential.

Hone Your Networking Skills

Networking involves building relationships with individuals and organizations that can potentially refer new clients to you. Don’t mistake networking for the chance to promote yourself – networking is about helping one another, not selling.


Industry Events

Attending industry events such as conferences and trade shows can be a great way to meet potential clients and referral sources. These events can provide networking opportunities and help you learn about industry trends and developments.


Professional Associations

Joining professional associations relevant to your niche can provide opportunities to network with other professionals and potentially receive referrals. These associations can also provide access to industry resources and training.

Online Marketing

Your future clients are online, and you should be too. Plus, digital marketing is a highly effective way to reach new clients and build your brand as a financial advisor.

Social Media

Social media platforms such as LinkedIn, Twitter, and Facebook can help you reach potential clients and build your reputation as a thought leader in your niche. Regularly posting valuable content and engaging with your audience can help you build a following and generate leads.

Content Marketing

Creating and sharing valuable content, such as blog posts, videos, and infographics can help establish you as an expert and attract potential clients to your website. Optimizing your content for search engines can help increase your visibility and drive traffic to your site.


Acquiring new clients is crucial for the growth and success of any financial advisory business. Financial advisors can effectively reach and acquire new clients by utilizing a combination of prospecting, referral strategies, networking, and financial advisor marketing. Experimenting with different methods to find what works best for your specific niche and target audience is important.

Are you ready to learn more about what marketing mix can help you find more qualified, motivated prospects? Schedule a free consultation with our expert team.