As a financial advisor, you’re already viewed by many of your prospects and clients as an expert in your field. But people do business with those they trust, so you can’t count on knowledge and experience alone. Your clients must feel they can rely on you.
There is encouraging news for LeadingResponse clients in New York and New Jersey who stopped hosting dinner seminars last year. The Wall Street Journal reports both states are removing capacity limits on restaurants and indoor dining May 19.
At LeadingResponse, we understand the importance of harnessing data in client acquisition. As the experts in consumer engagement, our team members make data-based decisions daily to elevate your brand and connect with your ideal financial services clients nationwide.
As more and more states relax coronavirus restrictions or lift them entirely, dinner seminar events are coming back. But unlike in the Before Times, financial advisors are not just scheduling them to have a backup plan in case they have issues with to face-to-face seminars. They’ve adopted hybrid campaigns to widen their marketing footprint and their pool of prospects.
There will always be people among your target audience who, for various reasons, will choose not to participate in a public seminar or workshop you offer. However, that doesn’t mean you have to write off those prospects. Not if you’re using our appointment setting program, anyway. That’s because AppointmentConnect enables you to reach people fitting your ideal client profile who are open to a face-to-face meeting, either in-person or online.
While LeadingResponse faced enormous marketing challenges in 2020, it wasn’t the first time we’ve navigated market fluctuations and downturns. We quickly charted a new course to ensure our financial advisor clients connected with their future clients.