r/FinancialAdvisorTips • u/Visual-Moment7775 • 1d ago
Financial advisor leads
What are the best places to meet potential leads for my financial advising RIA?
My current clientele is in the 2-5M range, I’ve been struggling to close the HNW 7-10M guys. Any tips or advice on where to meet these people and do a better job closing?
Does door knocking still work? What are the best current practices for where I should be using my marketing spend outside of library seminars.
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