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  • Writer's pictureDanae Branson

Mastering the Art of Getting Appointments with Financial Advisors in Today's Market



In the ever-evolving landscape of the financial industry, connecting with financial advisors and building meaningful relationships has never been more crucial. As an external wholesaler, your success hinges on securing valuable appointments. In today's market, this is both an art and a science. Here are some strategies to help you navigate the challenges and make those appointments happen:

  1. Know Your Audience: Understand that financial advisors are busy professionals with a multitude of responsibilities. Tailor your approach to their specific needs and preferences.

  2. Leverage Technology: In today's digital world, email, LinkedIn, and other social media platforms can be powerful tools for initiating contact. A well-crafted, personalized message can go a long way in grabbing their attention.

  3. Offer Value from the Start: Your initial outreach should highlight what you can provide to the financial advisor. Make it clear that your product or service can address a specific need or challenge they might be facing.

  4. Educational Webinars and Seminars: Hosting webinars or seminars on relevant financial topics can attract advisors looking to expand their knowledge. Use these events as an opportunity to introduce yourself and your offerings.

  5. Tap into Referrals: Leverage your existing network and ask for referrals. Your current connections within the industry can introduce you to potential prospects.

  6. Follow a Multi-Touch Strategy: Consistency is key. Engage in a multi-touch strategy that combines various communication methods like phone calls, emails, and social media messages.

  7. Engage with Content: Position yourself as a thought leader in your field by regularly sharing insightful content. Whether through blogs, whitepapers, or video content, your expertise will make you more attractive to advisors.

  8. Lunch and Learn Events: Organize in-person or virtual "Lunch and Learn" events where you can present your products and services while providing a meal. These events often foster a relaxed environment for relationship building.

  9. Tailored Presentations: When you do secure an appointment, be sure to have a well-prepared and customized presentation. Show the financial advisor how your offering can directly benefit their clients and practice.

  10. Listen Actively: During meetings, actively listen to the advisor's needs, concerns, and goals. Tailor your solutions to address their unique situation.

  11. Networking Events: Attend industry conferences and networking events to meet advisors in person. These events provide valuable face-to-face interaction.

  12. Testimonials and References: Share success stories and client testimonials to build credibility and trust with financial advisors.

  13. Respect Their Time: Be mindful of advisors' schedules. Always show up on time for appointments and respect their time constraints.

  14. Follow-Up: After the initial meeting, follow up promptly and continue to provide value. Consistent follow-up can lead to long-term relationships.

  15. Hire a Scheduling Assistant: You know I had to mention it! A scheduling assistant can do the appointment setting, dripping, planning, marketing, research, and follow-up needed and give you the time you need to focus on what you do best – selling!

Remember that getting appointments with financial advisors in today's market is not just about pitching your products. It's about building trust, offering value, and cultivating relationships. Financial advisors are more likely to engage with you if they believe you genuinely care about their success and their clients' financial well-being. Adapt, stay persistent, and continuously refine your approach to meet the evolving needs of the financial industry.


- Danae

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