What is the best way to find new clients during these times that aren't referral based? I used to rely on networking events and meeting people face to face, but with the current environment that is mostly impossible.

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It's all about relationships and referrals. Covid doesn't change that, just how I meet with people.

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I have been getting more new clients this year than ever before—all from referrals from current clients and COI’s. I have been ultra focused on showing value to clients and helping COI’s with info. I am in a divorce planning group and I help out on several committees to stay front of mind. I get 1-2 referrals a month from the group. It is not a quick fix but pays off if you put the time into it.

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A lot of our advisors still rely on radio. Success here depends on location. Other advisors have embraced digital marketing and digital webinars.

Cold calling.

I find just being honest and upfront works best. “Work with a wealth management team here in town. We specialize in helping people get organized for retirement. Is that something you’ve given thought to?” It’s not really about what you say it’s just making the calls.

I always recommend having 5 - 10 different sources of new clients in place...so you always have a dependable flow of prospects, appointments and new clients:

1. Referral campaigns with clients
2. Linkedin
3. Facebook
4. COI referrals (this can be 5 - 10 by itself!)
5. Email campaigns
6. Leveraging local networks
7. Working with organizations
8. SEO
9. Offering Lead Magnets
10.Podcasts and interviews

...to name a few.

To you have much success with LinkedIn or Facebook?

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Hi folks,

Please let me know if your organization have senior position opening for SAP CFIN professional with 8.5 YOE .

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Thank you.

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Hello fishes,

capegemini --> 16LPA for consultant/b2 role

Accenture --> 19 LPA + 80K JB

Is it okay if I ask for more than what Accenture is offering?

YOE: 3.2 years
tech: kubernetes/GCP/azure/devops

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DM for PwC referral if you have atleast one year of experience in audit or tax.

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Countries such as Turkey, Israel, Sweden, Spain are hiring aggressively. A simple LinkedIn search of your prospective role in these locations should give you an idea

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Interviewed for a sr. PM last Thursday. Was scheduled for 30min but we went to an hour and had a really good conversation. The questions I got asked I was told the answers were perfect by the hiring manager. I felt really good coming out of it but then followed up with an email thanking them for the time the next day and I never received a response or next steps. Am I thinking too much into it or is it not a good sign?

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Any one abscond the notice period in EY.


I Just join - 3 month.

Any one can help me for same what get happened if I do same.

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Before and after a morning at the salon (groomers lol)

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CFP study programs:

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TIA

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Do you dress up to go into the office?

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