Without an effective onboarding process, converting leads into clients and growing your practice can be challenging. So, how can you turn prospects into clients who then become raving fans?
The Tactics That Give You The Most “Bang For Your Buck” [5:48]
- 77% of advisors lack effective client onboarding processes. And without these, it's challenging to convert leads into clients and grow your practice.
- 42% of advisors use social media, while blogging is used by 30% of advisors and educational events (webinars) are used by 29% of advisors.
- These tactics are great ways to showcase your expertise and connect with your audience.
- Client referrals represent a declining percentage of new assets as you move from the smallest RIAs to the largest, where marketing increases as a percentage of new assets and is the greatest for the top-performing RIAs.