Q. I'm having trouble convincing prospective clients to return my calls, let alone meet with me. How can I improve my prospecting efforts?
Most financial advisors understand that the advisory business is all about relationship cultivation, and that most new clients come from referrals from existing clients or centers of influence, rather than advertising, web sites, direct mail and other 'cold-contacting' techniques. But even when you go do get a referral, it's not safe to assume that you're the only one going for this prospect's business. You may be competing with other advisors, and not even be aware that that such competition is going on.
WealthEngine conducted a brief survey of fundraising professionals about their fundraising plans for 2012. Learn what they are planning.
WealthEngine is pleased to introduce Rick Wilhelm as our new Executive Vice President and Chief Technology Officer.
Review key ratings and scores that can help you determine the right approach for each donor or prospect.
When submitting an input file for a screening it’s helpful to include additional data from your organization’s Donor Management System (DMS) so you can leverage giving history and other telling attributes for strong fundraising results.
WealthEngine welcomes our newest technology partner, DonorDirect, as they offer integrated prospect research capabilities to their growing client base of ministries.
New case study shares how CSU approached and surpassed its latest $500MM capital campaign using WealthEngine’s ratings and scores.
Tony Glowacki shares how WealthEngine’s new ratings & scores deliver deeper insight into your donors and prospects. The end result is better, faster and more accurate fundraising strategy.
Some RIA’s/Wealth Managers are not as comfortable as others with their business development responsibilities. This includes client retention and relationship management work which adds additional complexity for advisors. In some cases, they are also providing oversight of investments as well. How can an advisor make the best use of their time across this difficult landscape? They must create an overall marketing plan which can be repeated each month in a constant and consistent way. Marketing cannot be stopped and started. The main key to marketing success is constant and continual messages on different platforms which will make future clients and referrals aware of you. Messages must include your own content (eg: blogging) and curating content from other sources.