Don't push clients...pull them
There are two types of marketing: push and pull. I like to pull people to me rather than actively seeking new clients. -Patricia Brennan, a CFP and a planner in West Chester, Pa
Something Brennan doesn't like is the heavy-duty marketing tasks that--again--conventional wisdom says she had to do. "There are two types of marketing: push and pull. I like to pull people to me rather than actively seeking new clients." Her solution was low-pressure seminars. "My feeling was, if you're interested, you'd come and follow up with free consultation. I don't do much direct marketing, at least not anymore. At this point, most of my new business comes from existing clients and their referrals."
-Patricia Brennan, a CFP and a planner in West Chester, Pa., in Non-Business Development
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