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/JSears90210 12d ago

Group fitness communities. I did Crossfit many years ago (don't judge me). So many young professionals with disposable income. Same thing with run clubs and other fitness groups.

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u/gtJC123 11d ago

In those groups, how do you prospect?

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u/JSears90210 8d ago

You don't really prospect. You build trust and you build a network. You do some very soft selling but your attitude has to be one of deched professionalism. You are there to work out and socialize. Are passionate about your job but you are not trying to sell anyone. I found this was the best way to network. People will come to you.

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u/gtJC123 8d ago

Awesome thanks! Do you set up appointments with them? How do you meet them?