How The Nexgen Gains New Clients

Less experienced advisors can win new business too

When starting out, often financial planners do not have many clients to generate enough referrals.  They need to look for other ways to bring in new business.

Gain insights in this Financial Advisor article, written by Mike Byrnes, national speaker and President of Byrnes Consulting.

Mike is also a big part of the Financial Planning Association’s Coaches Corner, focusing on delivering advice around “business growth strategies,” providing content to thousands of planners across the country.

Learn what five FPA’s NexGen members have done to grow their practices.

  1. Network purposefully
  2. Collaborate with accountants
  3. Get online leads
  4. Create a podcast
  5. Show expertise to close business

Attending this year’s FPA Annual conference in Minneapolis?  Look for Mike who will be on a marketing panel and giving one-on-one consultations.

Need assistance growing your business?  Byrnes Consulting can help.  Reach out to us today to schedule an initial consultation!

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