How to get customers quickly in financial management?

How do financial planners solve the problem of getting customers?

The rapid development of society has given birth to the rapid development of economy. More and more people are beginning to learn how to manage money. Although more and more people begin to manage their money, how to get customers is still a difficult problem for financial planners. Today, this article will give you a brief introduction to the skills of getting customers.

Recommendation of old customers

Everyone has such a psychology that what friends introduce is always more trustworthy than what they hear. Therefore, financial planners can help them introduce by maintaining the relationship between old users, and the efficiency of obtaining customers will be much improved.

How to get your old customers to bring you new customers? The most convenient way is to talk to your customers directly. Since the relationship between the old customers and you is good, it shows that the customers are more recognized for your company and you. At this time, you can ask old customers to help introduce some friends who are also interested in financial management. Of course, whether to buy or not, the financial manager can't force it.

In addition, when the company holds activities, the financial planner can also invite users' friends to participate, so that when registering the quota, you can get the contact information of new users, and it is easy to follow up after a formal communication at the event.

Win customers for the event

Event customers can be divided into activities organized or sponsored by the company and peer activities. First, let's talk about corporate activity customers.

Compared with the introduction of old customers, it is also a relatively effective method to obtain customers with the help of company activities, and it is easier to follow up later. If it is an activity held within the company, the financial planner should cherish this opportunity. After targeting the target group, it is necessary to "take the initiative". If users can get interested in you first through communication, it is also a good effect.

If it is a company-sponsored activity, there are various users participating in the activity. Even if you don't achieve the goal of getting customers, it can at least help you expand your contacts, which is also a good opportunity.

Next, let's talk about getting customers in peer activities. Peer customers are also a more effective way. Financial planners can enter the activities held by their peers through official website, pretending to be customers, so as to gain customers.

Huoke salon

What is holding a salon to get customers? Simply put, it is to invite company lecturers to share the company's related business, such as financial investment. In order to get such an opportunity, financial planners can get to know the person in charge of holding some high-end activities with the purpose when they usually participate in activities, and give their company's lecturers the opportunity to speak on stage by sponsoring gifts, which will bring better customer acquisition effect and better follow-up in the later period.

The above is about the sharing of customer acquisition skills of financial planners, hoping to help financial planners who read this article. The market demand for financial planners will never stop. If you want to improve yourself better, I suggest you go to official website, an internal financial planner. I believe it will be useful to financial planners.

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