Asset Based and Commercial Lending Financial News, Articles and Data | ABL Advisor
If you're reading this article, you may be on the fence about whether hiring a financial advisor makes sense for you. Today, more than ever, tools to help individuals manage their finances are readily accessible; there are plenty of free retirement calculators, portfolio analyzers and personal finance apps. There are also so-called "robo-advisors" -- programs that use artificial intelligence to help you plan your financial future -- or you might just ask Alexa. We've come a long way. That's all great: The more consumers are educated about personal financial topics, the better off they may be and the less chance they'll be duped by unscrupulous sales pitches.
Top 10 Lead-Generation Tips for Financial Advisors
Most financial advisors find it difficult to generate consistent leads. In most cases they are using old strategies that are no longer very effective in the modern world. These older, outdated strategies include cold calling , direct mail , and newspaper or magazine ads. If you were to survey top financial advisors, not one of them will tell you that their primary lead-generation strategies include one of those listed above.
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