Basic Networking Tips
For Financial Advisors

One of the most profitable FA marketing methods
Is In-Person Networking

What Every
Financial
Advisor Should
Know
About Basic
Networking

Shake Hands Properly
Not too hard and not too soft.

Listen Carefully
Recall why you have two ears versus
one mouth.

Use Networking Time Effectively
Get there early and stay late.

Share Prospect Hobbies & Interests
Get prior “intel” on what those
interests are.

Handwritten Notes
Very soon after the meeting.

Use a Drip Marketing Campaign
To Keep In Touch Regularly

No boring Elevator Speeches
Tuned out Prospects
don’t become clients!

Positive Body Language
Relax and Smile—Often!

Focus on them
Limit self promotion

Research
Advance research is invaluable.

Strategize
What you want to accomplish
beforehand.

Long Run View
HNW relationships can
take years to develop.

Created by
Antoinette
Rodriguez, MBA
Sales and Marketing
Consulting for Financial
Advisors
www.marfiadvisors.com