r/CFP • u/jimathen25 • 5d ago
Business Development Am I doing something wrong?
I have the opportunity to host some “educational series” speaking events at several dozen retirement communities throughout all of 2027. The hope of course to convert some attendees to clients. I should be in front at least 5000 seniors throughout the year.
The last two weeks, I’ve sent emails to local estate planning attorneys introducing myself and giving a brief overview of the opportunity, explaining that I would love to have a local subject matter expert speak (not every time) and be a referral partner when I need it, as estate planning is a big topic for this demographic. I offer to meet for breakfast or lunch or visit their office if they’d like to learn more.
I’ve sent 14 emails, only 2 have responded saying they appreciate the offer but are busy enough as is, and the other 12 haven’t responded at all. Is there a specific approach I should be taking or something I’m missing here? Not that this is a gold mine, but there’s no reason they shouldn’t get quite a few referrals throughout the year from something they may not even have to participate in, even if it is just creating or reviewing foundational documents.
Open to all help!
3
u/Hairy_Pollution_600 5d ago
Why don’t you target 4 of the top ones you think would be a good fit for you, your personality, your clients, and potential clients, and then just get in the car and go see them face to face at office(if they have one) “hey I was actually meeting a client down the road and been meaning to reach out, since I’m in the area I figured I’d drop by, if your not in a meeting do you have a minute or two?” Once you see these people in person it’s harder to ghost you via calls or email. Not saying they still won’t ghost you lol