1 First of all, financial consultants should recognize their personal position and be professionals who provide financial planning consulting services.
This is very different from sales, because the foothold is the customer, not the product.
Therefore, the goal of financial consultants should be to provide customers with third-party professional services in financial planning.
4 Financial consultants develop customers. On the one hand, they can often participate in various financial exchange activities or salons.
5 constantly improve your professional ability and popularity in communication, so that customers will recognize you and will naturally come to you.
After accumulating to a certain extent, you can try to hold lectures or training activities yourself to accumulate customer resources.
You can also apply for the official WeChat account and regularly push some real materials to attract more fans, which will inevitably turn some of them into customers.