The holidays are upon us. While many advisors find themselves busy helping clients make last minute adjustments for tax purposes, others seem to find themselves with too much time on their hands. This is a tremendous time of year to expand your prospecting pipeline in a powerful way.
Attend as many holiday gatherings as possible that will also be attended by some of your best clients. While there, socialize with them and ask them to introduce you to people you don't know. Note: this should be low key. Don't shove your card at anyone unless they ask. Obtain names and information you can use later, but be sociable rather than business oriented. If the opportunity arises, introduce your clients to each other and to individuals who might be able to help them in some way. This can create a tremendous amount of good will on both sides.
Successful financial advisors tell me that some of their best contacts have been made at this time of year and in just this way. Good luck. kfg
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