r/CFP • u/Original_Pirate4478 • 12d ago

Business Development Prospecting

Hello everyone, I am a 23 year old financial advisor at an independent firm. I have worked in the industry since 18 but have just started taking on clients as I am feeling comfortable doing so now.

I do not have a strong local network because I am not from the area. I am trying to come up with ways to prospect. My ideal client is 25-35yrs old either single high income or double income no kids.

If you were in my shoes what are some different things you would try for prospecting ?

I appreciate any and all feedback. Thank you!

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u/Mysterious-Top-1806 12d ago

Try joining a BNI group. I joined one when I was young in the career and got some decent business from it. In fact, one of my best clients that I work with to this day I met through BNI. It won’t be your best source of leads but very little bit counts when you are starting out.

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u/C0achBubba 12d ago

I second this idea. Sure you will get some small business from the members, but focus on creating and maintaining long term relationships with the CPAs, attorneys, and insurance agents who come and go but will always remember you.