Peregrine Consulting Group

6 Marketing Initiatives that Will Build Your Financial Advisory Firm’s Client Base

To grow your assets, you need to bring on more clients. And as some of your existing clients age out, you’ll need to start attracting a younger crowd. And that crowd is living online. According to a Demand Gen report, 47% of buyers viewed three to five pieces of content before engaging with a sales rep. That means that your prospects need to view three to five blog posts, videos, newsletters, whitepapers or infographics before they’ll start taking your calls or agree to meet with you.