There are ways to let your community know you as a reliable, trusted and respected advisor who comes to mind whenever wealth management topics arise. Here are a few musts for your practice:

  • Obtain membership in organizations that represent credibility and reliability to consumers who are shopping for professionals.
  • Join the Better Business Bureau and your local chamber of commerce. Both of those organizations give you third-party credibility, something potential clients find far more convincing than your own sales pitch.

I am not only prepared to have consumers check me out through the BBB and local chamber; I expect it. Last year, my three largest new clients used the BBB to check out my background. Each placed more than $1 million with me.

Once you’ve joined these reputable organizations, find ways to volunteer in your community:

  • Find a committee and get involved in a project or event you feel expresses your personal values or beliefs.
  • Donate as you are able.
  • Have a page on your website listing your memberships and the events and projects you have been a part of.
  • Post photos of the completed event or project, so people know who you are and what you do.
  • Attend chamber mixers.
  • Let other business professionals know who you are, and let them know they can confidently refer their clients to you.

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Josh Mellberg is founder and president of JD Mellberg, a financial planning firm specializing in wealth preservation portfolios and estate planning, and Ultimate Advisor Training, a financial sales training company. For more information, go to or visit his blog at