How to get customers quickly in financial management?

1, recommended by old customers

Old customer recommendation is the most efficient way. If there is an old customer recommendation, the probability of success is as high as more than half. First of all, it doesn't need to establish initial trust like a strange customer. Secondly, the reason why old customers recommend you is probably because of the good income from investing in you. In fact, the difficulty of old customers' recommendation lies not in getting customers, but in recommendation, that is, how to get your old customers to recommend:

Ask the customer directly. For example, you see that you recognize me and our company. Then, if you have friends who are also interested in this aspect, you can introduce them to me instead of asking you to help me sell products, which can give your friends one more choice. Of course, the final choice depends on him.

Ask the customer to take you to the activities in his circle and introduce you to his other friends as a new friend. The premise of this method is that you have a good relationship with customers. As for how to do customer relations, you should pay more attention to yourself. I believe you will have your own way.

If the company's conditions permit (that is, there is market cost), hold some activities that customers are interested in, and let her invite friends to participate actively, and customers will also participate.

Invite customers to bring friends to the event. When the company has activities, you can invite customers who have invested to participate and tell them directly. You can bring your friends, and I'll save you places. In this way, when the customer signs up, you can get his friend's phone number, and with the further understanding of the activity, it is easy to follow up later.

2, the same industry activities to obtain customers.

Getting customers from the same industry is a very effective way. The effective reason is that it is easy to get clues and follow-up. But the difficulty here is how to discover the activities of peers. Here, share some tips.

Dress up as a customer and find the corresponding account manager.

Look for activities on peer official website.

If a customer is also a customer of other wealth management companies and happens to have a good relationship with you, you can learn the news of peer activities through this customer.

3, the company to obtain customer activities

Getting customers from company activities is also a relatively efficient and direct way, which is easier to follow up, but it also depends on the type of company activities.

If it is an event sponsored by the company, or if it can reflect the company's content at the event, or if the relevant leaders of the company have a speech, it will be easier to get customers. However, if only the company spent money and a name appeared during the activity, it would be difficult to follow up.

If the company is arranging some activities to get customers, it must be cherished. Better than nothing. Through the activity, I got more customers, even if I didn't get clues or the clues I wanted were not ideal, at least I exercised my communication skills.

4. Jointly hold salons to gain customers.

Holding a salon to get customers is to really invite the company's lecturers to share the company's related business, such as investment and wealth management, pension planning and so on. If we can find the corresponding partners to hold such activities, the effect of getting customers will be good and it will be easier to follow up.

In order to get such an opportunity, financial consultants should get to know the heads of some high-end activities, such as chambers of commerce, high-end red wine, luxury cars, luxury houses and so on. After getting to know each other, try to get on well with them and give yourself more opportunities. For example, when they have activities, it is very beneficial for you to provide some value-added services, such as sponsoring gifts or letting the keynote speaker of your company give a speech on stage.

5. The forum won customers.

It is difficult for the forum to get customers and the cost is relatively high. The difficulty is that if the theme of the activity has nothing to do with your business, how to speak will be a difficult problem. Even if the activity happens to be related to financial management, the cost will be higher, because after going, you will find that almost all of them are peers and there are not many customers, so you need to decide in advance whether to go or not. So, if you want to go, which forums are better?

For entrepreneurs, forums or private directors involving various equity distributions will be better; For enterprise executives, how to manage the team's forum will be better; A forum for full-time mothers, parents and children's education will be very suitable. But these activities often have some thresholds, and how to get in is the key.

6. Leaflets attract customers

The so-called flyer customers are places where some high-end customers come in and out, and they communicate with each other separately. For this way of getting customers, site selection is very important. In order to improve the transaction rate, it is necessary to screen the banks near the company.

The success rate of leaflets will be worse than the previous ones. Sometimes, this is also related to the personal state and the mood of customers. Unless you really can't find a better way to get customers, getting leaflets can easily hurt your self-confidence.

7, customer quality list

This way of getting customers is called strange calls. I have been exposed to strange calls during my internship and I have a good impression. However, with the increasing number of strange calls in recent years, many customers are tired of strange calls, so this way of obtaining customers is inefficient and takes a long time.

Personally, don't waste too much time unless you have a particularly good list (you know that the customers on these lists are your target customers). It's also a waste of time to make a phone call for a long time. It's either rejected or not up to company standards. This way is not as good as leaflets, at least leaflets can see customers and intuitively judge whether customers are target customers. In addition, it is relatively easy to follow up after meeting.