The Art of Attracting Other People’s Clients

Every ideal prospect you cultivate is probably another advisor’s ideal client already. You want to win them over and establish yourself as the alternative. It’s like seduction in the movies, but for you it’s client attraction. As you review these 10 steps, your favorite films will come to mind. All the steps are from the advisor’s viewpoint. The secret is the distance from one step to another is pretty small, yet when the prospect looks back from Step Ten to Step One, they realize how far they have come.

— Related on ThinkAdvisor:

• The Keys to Safeguarding Your Client Base
• Advisor Finds Hot Market: Other People’s Clients
• Advisor on Mission to Make Clients—Yours and Hers—Happier