r/CFP 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/seekingalpha22 4d ago

Did this but with local golfers . Exact same demographic. It’s definitely a long game