Contact Strategies for Financial Advisors

Contact Strategy

Do you make these mistakes in your contact strategy?


Essentials for Contact Marketing

Do you only contact your clients only once or twice a year…and certain clients, almost never?

When a prospect says, “I have to think about it,” or “I’ll contact you in 6 months,” do you leave the ball in their court and just wait to hear from them…only for nothing to ever happen?  

Do your Strategic Partners fail to send actual business your way?  

When there is volatility in the markets, do you wait for clients to contact you?  

If any of these things are true, then you probably don’t have a good Contact Strategy. You have heard it said countless times: “Sales is a contact sport.”  That means you need a good Contact Strategy to win.  

The Importance of Having a Contact Strategy

If you’re like most advisors, you probably have anywhere from a few dozen to a few hundred clients.  You also have hundreds of prospects, some close to buying, some not.  Then there are your social connections, business contacts, strategic partners, wholesalers, vendors, centers of influence…

All told, you have thousands of people connected to your business in some way.  And they need to hear from you.  Clients who don’t hear from their advisor regularly start looking elsewhere for advice.  Prospects quickly forget who you are and why they were interested in the first place.  Connections and contacts have no idea what you even do.  You get the idea.  

But because you have so many people to stay in front of, and because there are only so many hours in a day, how can you handle it all?  

The answer is – you guessed it! – to have a strategy.  Fortunately, you don’t have to create your own.  You can use mine, which has been tried, tested, updated, and successfully implemented by thousands of advisors over the past 30 years.  

Without it, you will overlook key groups.  You will miss opportunities.  You will inadvertently ignore important clients and prospects.  

So don’t delay.  If you make any of the mistakes listed above, download my free white paper, Creating a Winning Contact Strategy.  You can find it under DOWNLOADS in the bottom-right corner of this page.




  Your Answer BGM System User

Can you quickly send a message to all of your retirees over the age of 75?

? YES!

Can you identify your referral networks and tell at a glance that Hyrum referred Albert who referred Cynthia who referred your biggest client, Velda?

? YES!

Can you easily NOT send a message to someone who just received a different message?

? YES!

Can you quickly pull a calling list of everyone who is invested with a particular fund, or who is interested in similar financial goals?

? YES!

Can you tell at a glance who has not been called?

? YES!






IconCreating a Winning Contact Strategy

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