Basic Networking TipsFor 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 ProperlyNot too hard and not too soft.

Listen CarefullyRecall why you have two ears versus

one mouth.

Use Networking Time EffectivelyGet there early and stay late.

Share Prospect Hobbies & InterestsGet prior “intel” on what those

interests are.

Handwritten NotesVery soon after the meeting.

Use a Drip Marketing CampaignTo Keep In Touch Regularly

No boring Elevator SpeechesTuned out Prospects don’t become clients!

Positive Body LanguageRelax and Smile—Often!

Focus on themLimit self promotion

ResearchAdvance research is invaluable.

StrategizeWhat you want to accomplish

beforehand.

Long Run ViewHNW relationships can take years to develop.

Created by Antoinette

Rodriguez, MBASales and Marketing

Consulting for Financial Advisors

www.marfiadvisors.com