3 More Creative Ways for Financial Advisors to Find New Clients


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Feb 25 2025 12 mins  

In this episode, Ray Sclafani discusses three innovative strategies for financial advisors to expand their client base beyond traditional marketing methods. He emphasizes the importance of creativity in client acquisition, particularly in engaging younger generations. The episode covers starting a podcast, hosting AMA sessions, and writing a book as effective tactics to connect with clients and showcase expertise.

Key Takeaways

  1. Traditional marketing approaches are falling short, especially among younger generations.
  2. It's important to know your target audience when creating content.
  3. Live sessions can drive engagement and attendance.
  4. Successful authors find clients are more willing to refer others.

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