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Basic Networking Tips
For Financial Advisors
One of the most profitable FA marketing methods
Is In-Person Networking
What Every
Financial
Advisor Should
Know
About Basic
Networking
Shake Hands Properly
Not too hard and not too soft.
Listen Carefully
Recall why you have two ears versus
one mouth.
Use Networking Time Effectively
Get there early and stay late.
Share Prospect Hobbies & Interests
Get prior “intel” on what those
interests are.
Handwritten Notes
Very soon after the meeting.
Use a Drip Marketing Campaign
To Keep In Touch Regularly
No boring Elevator Speeches
Tuned out Prospects
don’t become clients!
Positive Body Language
Relax and Smile—Often!
Focus on them
Limit self promotion
Research
Advance research is invaluable.
Strategize
What you want to accomplish
beforehand.
Long Run View
HNW relationships can
take years to develop.
Created by
Antoinette
Rodriguez, MBA
Sales and Marketing
Consulting for Financial
Advisors
www.marfiadvisors.com
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Basic Networking Tips for Financial Advisors

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Basic Networking Tips for Financial Advisors

  1. 1. Basic Networking Tips For Financial Advisors
  2. 2. One of the most profitable FA marketing methods Is In-Person Networking
  3. 3. What Every Financial Advisor Should Know About Basic Networking
  4. 4. Shake Hands Properly Not too hard and not too soft.
  5. 5. Listen Carefully Recall why you have two ears versus one mouth.
  6. 6. Use Networking Time Effectively Get there early and stay late.
  7. 7. Share Prospect Hobbies & Interests Get prior “intel” on what those interests are.
  8. 8. Handwritten Notes Very soon after the meeting.
  9. 9. Use a Drip Marketing Campaign To Keep In Touch Regularly
  10. 10. No boring Elevator Speeches Tuned out Prospects don’t become clients!
  11. 11. Positive Body Language Relax and Smile—Often!
  12. 12. Focus on them Limit self promotion
  13. 13. Research Advance research is invaluable.
  14. 14. Strategize What you want to accomplish beforehand.
  15. 15. Long Run View HNW relationships can take years to develop.
  16. 16. Created by Antoinette Rodriguez, MBA Sales and Marketing Consulting for Financial Advisors www.marfiadvisors.com

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