Download - Basic Networking Tips for Financial Advisors
Basic Networking TipsFor Financial Advisors
One of the most profitable FA marketing methods
Is In-Person Networking
What Every Financial
Advisor Should Know
About Basic Networking
Shake Hands ProperlyNot too hard and not too soft.
Listen CarefullyRecall why you have two ears versus
one mouth.
Use Networking Time EffectivelyGet there early and stay late.
Share Prospect Hobbies & InterestsGet prior “intel” on what those
interests are.
Handwritten NotesVery soon after the meeting.
Use a Drip Marketing CampaignTo Keep In Touch Regularly
No boring Elevator SpeechesTuned out Prospects don’t become clients!
Positive Body LanguageRelax and Smile—Often!
Focus on themLimit self promotion
ResearchAdvance research is invaluable.
StrategizeWhat you want to accomplish
beforehand.
Long Run ViewHNW relationships can take years to develop.
Created by Antoinette
Rodriguez, MBASales and Marketing
Consulting for Financial Advisors
www.marfiadvisors.com