Whether you’re just starting out or you’re a seasoned, successful advisor, the realities of client acquisition remain both deceptively simple and deeply complex.
I’ve spent my career helping advisors like you build practices that not only thrive, but become the obvious choice in your market. The secret? Never lose your active, intentional mindset around referrals and business growth—no matter how full your calendar gets.
Let’s be honest: if you’re just starting out, you need a lot of meetings. You need to talk to people, make mistakes, and—through sheer activity and discipline—strike gold. You don’t yet have the network or the skills to predictably generate referrals. You just have to do the work.
But here’s the twist: even when you’re established, with a healthy roster of clients and a full calendar, you face a new challenge. Now, you’re juggling complexity—running your business, serving clients, managing your team, and trying to enjoy your life. Yet the need for an effective client acquisition strategy doesn’t go away. In fact, it becomes even more critical.
If you’re interested in taking your business a step further, head over to my Substack to read the full article and subscribe to Can I Borrow Your Car.
