Question

In: Finance

as a financial advisor how do I reach the small business owner market? with what prospecting...

as a financial advisor how do I reach the small business owner market? with what prospecting techniques? how do you define expected results?

Solutions

Expert Solution

As a financial advisor who wants to reach out to the small business owners, one will have to highlight the fact that a small business owner needs a financial advisor at the first place. It is essential that the small business owners realize the importance of a financial advisor for themselves. The small business owners generally try to manage their finances by themselves only. So, some special kind of advantage has to be shown to the small business owners in order to convince them that hiring a financial advisor will only be useful to them. This can be done by:

  • Firstly, identify the small business owners who are not having a financial advisor. One can start this by taking a survey of the small business owners in one’s vicinity.
  • Secondly, the financial advisor has to assure the small business owners that the financial advisor will help them manage their business plan better.
  • The financial advisor will provide the best service which will also be updated in technology from time to time.
  • The financial advice should be personalized also.
  • The value proposition and the USP of the financial advisor should be highlighted.

jeff jeffy answered 2 years ago
Next > < Previous

Related Solutions

as a financial advisor targeting the doctor market how do i reach them? With what prospecting...
as a financial advisor targeting the doctor market how do i reach them? With what prospecting techniques? How do you define expected results?
as a financial advisor writing up his business planhow do I target Doctors as the market...
as a financial advisor writing up his business planhow do I target Doctors as the market what societies, charities, newsletters, other resources should I be utilizing?
As a financial advisor targeting Doctors as the market how do i leverage friends, relatives, and...
As a financial advisor targeting Doctors as the market how do i leverage friends, relatives, and COI'S for referrals?
As a small business owner, your financial strategy may be limited by the lack of revenue...
As a small business owner, your financial strategy may be limited by the lack of revenue during periods of your business. These fiscal challenges may be overcome by understanding and utilization the company’s financial information effectively. Develop a post that discussed each of the financial ratios
As a small business owner, your financial strategy may be limited by the lack of revenue...
As a small business owner, your financial strategy may be limited by the lack of revenue during periods of your business. These fiscal challenges may be overcome by understanding and utilization the company’s financial information effectively. Develop a post that discusses each of the financial statements and explain in your own words how they will contribute to the success of your business.
How would a small business owner determine the right promotional mix?  What are the keys to effective...
How would a small business owner determine the right promotional mix?  What are the keys to effective messaging?  What is meant by a value proposition?  What steps can a small business owner take to differentiate their products?
1. Without SBA loans, what can the small business owner do for finances? Give examples. 2....
1. Without SBA loans, what can the small business owner do for finances? Give examples. 2. What can the employer do during the lockdown to keep employees' attention and interest? Give examples. 3. How is the small business going to re-enter the market? Give examples. 4. What are some strategies you might suggest to stay in business? give examples Note: all 4 questions require Example. Thank you
- Put yourself on a small business owner shoes, what are the factors that you will...
- Put yourself on a small business owner shoes, what are the factors that you will consider before choosing an e-commerce? -From your personal experience, have you ever experienced a fraud while using an e- commerce website, tell someone`s experience if you don’t have your own? -talk about the essentials to e-commerce success that are affecting the customer`s shopping experience? (Acquiring customer , Maximizing web site preformance, Retaining customer ).
What steps can a small business owner take to differentiate their products?
What steps can a small business owner take to differentiate their products?
Assume that you are a consultant to a small business. The owner of the business does...
Assume that you are a consultant to a small business. The owner of the business does not have an accounting background and has turned to you for assistance.The owner believes that one or more employees may be stealing inventory from the business. Write a memorandum to the business owner in which you identify the type of business and answer the following questions: Identify two (2) signs that an employee might be stealing from the business that detail what should the...
ADVERTISEMENT
Subjects
ADVERTISEMENT
Latest Questions
ADVERTISEMENT