The Client Experience

by Kirk Lowe and Matt Halloran | 7 Reasons Financial Advisors Struggle with Attracting Leads

Advisors generate 75-90% of all their new business from referrals. That doesn’t mean they’re generating enough revenue however, as most advisors will tell you they want more referrals, more leads, more clients.

This podcast provides is a great discussion and solutions for financial advisors struggling with generating leads.

  1. No Story
  2. No Credibility
  3. All “ASK”, No “GIVE”
  4. Big “ASK”
  5. No Value
  6. No Commitment
  7. No Clear Niche
Here are links to some of the resources talked about in the podcast.