Prospecting Essentials: Client Acquisition Strategies To Increase the Longevity and Profitability of Your Book of Business

Your long-term clients may already be entering retirement and withdrawing the assets you’ve been managing for them. Now is the time to target younger clients before it’s too late.

As your Baby Boomer clients enter retirement, they begin to draw down their assets, that may also mean drawing down your business. The good news is there are plenty of younger clients who need advice and can help your business thrive. However, the key is knowing how to best connect with this new generation.

Download this white paper now to get tips and insights into how to connect with younger prospects in ways that resonate with them. You will learn:

  • The different demographics that may represent the greatest potential for business growth (and the least competition from other advisors)
  • Prospecting ideas that are both practical and fun for you and your potential clients
  • How to cater your prospecting to different audiences and make them more receptive to your efforts

Don’t wait for your business to dwindle and  your bottom line to be at risk. Act now to embrace new, younger clients and set your organization up for continued success moving forward!

w cete11 - Prospecting Essentials: Client Acquisition Strategies To Increase the Longevity and Profitability of Your Book of Business

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