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How Financial Advisors Can Appeal to a Wide Range of Investors

Posted on 10/31/2014

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One way to attract clients is by networking and presenting to a wide variety of groups. It can be very profitable to get involved with networking groups and private events through LinkedIn groups in specific niches such as new business owners, freelance workers or female investors. The Chamber of Commerce is another good resource. In addition, certain websites, such as, can offer a diverse set of social groups.

After your presentation, follow up with members electronically or through mail to remind them about your services. Consider phoning certain members and asking them to coffee to discuss how you can help them with their investment strategy.

Design an online newsletter to send to prospects. Edit the newsletter so that it applies to different segments. You may even want to create several versions by cutting and pasting articles and links to information that pertains to each segment. Write an original article of your own each month. If you are not confident with your writing, job-bidding sites are filled with professional ghostwriters who can do it for you at a fair price.

Consider the benefit of working with millennial clients or Generation Y (Gen Y). Members of the millennial generation were born from 1977 to 1995. Although they are younger than the traditional investor, these people are used to making their own decisions about investments. In fact, according to the 2013 Planning and Progress Study by Northwestern Mutual, almost 25 percent of millennial respondents considered themselves "highly disciplined financial planners."

The best way to get the attention of these potential clients is through social media. Twitter and Facebook are the most popular social media sites. However, YouTube provides a unique way for financial advisers to attract Gen Y through marketing videos that appeal to a younger market.

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