New FA needs marketing advice

So I got the job, now what?
Any ideas on where to go to meet potential clients?
Also, advice on how to approach them without any product knowledge? How to introduce yourself and how to get their contact info for when you are licensed and ready to offically set up meeting with them.

dude i am facing the same battle... i feel i havent been trained adequalty...but all i can say is team up with an experience FA and set up appointments and split the commissions with him for your appointment. till yo financialy go on your own..

Ideally you don't go anywhere. You need to look at some of the niche marketing directories that alllows clients find you. Focus on subjects that reveals "money in motion" the best I have seen is the website www.EstateSettlement.com it now allows brokers to join their directory. (but check with them). What's cool is each FA get a territory of over 500,000 people. Essentially, "owning their local market". It really is the wealth management sweet spot as the sites user are due to inherit money.

Simple and powerful.

The site get super heavy traffic and I think they are now going to offer it to brokers.

Estate guy in Brandon, Florida said: Ideally you don't go anywhere. You need to look at some of the niche marketing directories that alllows clients find you. Focus on subjects that reveals "money in motion" the best I have seen is the website www.EstateSettlement.com it now allows brokers to join their directory. (but check with them). What's cool is each FA get a territory of over 500,000 people. Essentially, "owning their local market". It really is the wealth management sweet spot as the sites user are due to inherit money.

Simple and powerful.

The site get super heavy traffic and I think they are now going to offer it to brokers.

I just went to the estate settlement site and did not see where to register as an FA. Does it cost money? Where did you go on the site to be added to their directory? Thanks a lot, Kate

Good post. To get a financial advise please visit this site www.gentlerainaffluentmarketing.com/ type give any type of information about the marketing and insurance business. They guide their clients in a better way and they provide a good personal coaching with the video.

www.gentlerainaffluentmarketing.com/

Tara in Sparks, Nevada said: So I got the job, now what?
Any ideas on where to go to meet potential clients?
Also, advice on how to approach them without any product knowledge? How to introduce yourself and how to get their contact info for when you are licensed and ready to offically set up meeting with them.

ARe you an ins agent who is trying to produce new prospects but having a difficult time?
Peter / peteh123@live.com