12 Key Questions that Must Be Answered in Order to Fill Your Seminar Room, Appointment Book and Ultimately Grow Your Financial Practice

There are many crucial aspects to marketing, managing and growing your financial practice.

You have to ask yourself a series of key questions to ensure that you have covered all of the bases.

Once you find proven and effective answers to these questions you will be well on your way to growing a Thriving Financial Practice!

Key Question #1: Who am I going to target to attend my seminar? ie. What type of clients do I want work with in my financial practice?

Key Question #2: How am I going reach these targeted prospects once I have determined who they are?

Key Question #3: What am I going to use to reach these prospects that will cause them to be interested in attending my seminar and eventually becoming clients?

Key Question #4: What type of follow up am I going to use when these prospects respond to my marketing pieces?

Key Question #5: What topics should I cover to get the seminar attendees to be interested in meeting with me for an appointment?

Key Question #6: What kind of outline and presentation will work best?

Key Question #7: How am I going to run my appointments with the prospects who request a meeting?

Key Question #8: How many appointments should I have?

Key Question #9: What do I cover in each appointment?

Key Question #10: How am I going to close the deal on these prospects when the time comes to do so?

Key Question #11: When the prospect becomes a client am I going to push commission based products or take a fee based or fee only approach?

Key Question #12: What is the better long term business model for my practice, fee only or commission based?

Spend some time thinking about these questions and see what answers you can come up with. Although, once you do come up with some ideas and answers, you will have to ask yourself another set of questions.

Is this really the best answer or strategy? Will this work? How much will this cost?  Who do I need to contact to achieve these strategies? What if I spend a bunch of time and money implementing these new ideas and they don’t work?

Again, very important questions that you must answer if you plan to grow your financial practice at an explosive rate within the next 6-12 months.

If you would like answers to these questions at a fraction of the cost, energy, and time then check out our Financial Advisor Marketing System.

Remember, it’s often better to gain access to the strategies of another successful advisor than to try and grunt it out on your own. Don’t try to reinvent the wheel when you have the option to use what works.