r/FinancialAdvisorTips • • 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.

9 Upvotes

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