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How do you attract or get new clients if you work in sales. I have an interest in being an investment manager and want to know how I would get clients into my office.

I'm a young entrepreneur who pursues in many different ventures including the sneaker business. My friends and I resell shoes and make a hefty profit. business entrepreneur

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Subject: Career question for you

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Chris’s Answer

Hello Jagger

Great question on how you attract or get new clients if you work in sales. First step is to craft your plan and put it down in writing. Start with understanding your target market and target audience. By putting down these two important aspects you will lay both the foundation and road map to success.

Once your target market and target audience are clear in your mind you can start your marketing efforts. Social media is a great way to start building your credibility and creating interest. You can use a variety of social media platforms that will resonate to your client base. Social media can provide you with a no cost, or low-cost approach through paid advertising to attracting new clients. You will need to create a clear social media plan to be successful.

Networking with established associations in your field will help you attract new clients as it will afford them an avenue to you. As an investment manager, associations such as, National Association of Investors Corp., American Association of Individual Investors, The Investors Alliance are a good start. They will increase your education and provide timely training to keep you at the top of your game with making professional contacts.

Volunteering in your community is a low to no cost way to find other people in your community who could possible benefit form your knowledge. It can open the door to new customers and opportunities. You could volunteer at local non-profits, the university venture fund, a local community college, or speak at a financial association or chamber of commerce meeting.

All the opportunities from social media, to networking and volunteering will help you define your marketing messaging while increasing your potential customer base. Plan well Jagger and good luck on your future endeavors.
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Jessica’s Answer

There’s probably a million ways to attract new clients, but it starts with what you’re most comfortable doing, because if you’re confident the sale is already close to being yours. Here’s a few ways to get you started:
1. Social media - Facebook, Twitter. linkedIn - all ways to market your product and get new clients - shout to the world what you’re doing and why people should come visit you - get your friends to support and like your page is a great start
2. Use an existing online market place that customers frequent - instead of starting from scratch with your own website, consider using amazon, ebay, offerup, nextdoor, groupon, or countless other online markets that are available these days to sell your products - yes you’re competing against others, but if you have quality people notice - if you sell online that’s not in office, but it does provide for a more steady income
3. Consider making it personal and local - hit up the local coffee shop,
barber, or local restaurant, and ask if you can set out a flyer or leave a business card there for people to take with them as they leave. Don’t forget to go back and refill them
4. The BEST way i’ve found is word of mouth! So get your current customers talking about you in a positive way - think yelp or google reviews - get your name out there and give discounts for referrals

That’s all i can think of for now, but I’m sure with some creativity you can think of other ways too! Best of luck to you!
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Scott’s Answer

Clients are looking for the following:

-Their money is safe.
-You as an advisor have the experience to know what to do with their money and when.
-You have the resources and tools to stay on top of the trends and fundamental analysis required of the markets.

As far as obtaining new clients, I have a Merrill Lynch advisor and this is what he does for me so you are aware of the competition:

-He know every fund manager by name and there tendencies and patterns.
-He has the ability to know how every one of my investments fit with each other and their synergies as they work together.
-Knows when to sell positions for tax purposes.
-Has a working knowledge of every financial question I have ever asked and the experience having worked with them.

My advice is to get a good mentor, learn as much as you can and develop a portfolio of clients. Make sure you have the experience you need to be a success for you customers and you will be successful. Maybe you already have, then Jessica has some sound advice.

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