Active investment management’s weekly magazine for fee-based advisors

Phimar Patterson, CFP • Atlanta, GA
Blue Clover Financial LLC • Ameritas Investment Corp. (AIC)

Before providing financial services to individual clients, I had a 20-year-long career in strategic financial planning and analysis for corporations. I think my background helped me develop the skills to look at the big picture, analyze trends, and apply management tools to increase revenues and control costs. That is essentially the approach that I have translated into financial planning on the individual and small-business levels.

As a relatively new firm in the Atlanta area, we have had success in growing our client base. Our clients are varied in terms of age, income, careers, and assets, but we typically work with families that have relatively good incomes—likely dual wage earners—and children still living at home. We do a lot of work with small-business owners, corporate executives and managers, and federal employees.

We have developed a targeted marketing plan with the goal of strategically growing our client base. The plan includes the following initiatives:
  1. Use LinkedIn to gain new clients among Atlanta federal employees:
    • Create and deliver a financial newsletter to targeted LinkedIn members; provide timely updates on changing financial markets.
    • Host webinars on financial topics relevant to this segment.
  2. Host a series of financial seminars for the general public on the following topics:
    • The importance of budgeting, cash-flow management, and saving “even when you can’t afford it.”
    • Finding efficient ways to help fund education expenses for your children.
    • How to prepare for the transition to retirement.
    • Smart financial-planning tips “every parent should know” (and wish their parents had told them).
  3. Develop relationships with other trusted professionals—including estate attorneys, personal injury attorneys, and banking and mortgage professionals—through networking.
  4. Engage and educate the municipal sector on the services our firm can provide in strategic financial planning and in consulting for 401(a) and 457 retirement plans.
  • Share financial-based content with targeted LinkedIn members to help grow your book of business.
  • Host a series of financial seminars for the public about financial planning in all stages of life.
  • Develop relationships with other trusted professionals through networking.
  • Engage and educate targeted client segments about financial planning and consulting for retirement plans.

Disclosure: Securities and investment advisory services are offered solely through registered representatives and investment advisor representatives of Ameritas Investment Corp. (AIC), a registered broker-dealer, member FINRA/SIPC, and a registered investment advisor. AIC is not affiliated with Blue Clover Financial LLC. Additional products and services may be available through Blue Clover Financial LLC that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Proactive Advisor Magazine (PAM) is not affiliated with either entity.


Photography by Lynsey Weatherspoon

Manage investment risk better than ever.
Get started – It’s free

Recent Posts:

Repositioning assets to maximize retirement income

Clyde Cleveland • Fort Lauderdale, FL Impact Wealth Group • IWG Investment Advisors LLC Read full biography belowProactive Advisor Magazine: Clyde, you have had a fascinating career. Please talk about some of the highlights.I think three themes have run throughout my...

Let’s be realistic about drawdowns

Portfolio drawdowns are a fact of life for professional investment managers and financial advisors—and the clients who depend on both of them. Understanding the nature of drawdowns—and the relationships of various investment vehicles on a risk-adjusted basis—is a...

What’s driving the trend for crude oil higher?

he United States Oil Fund (USO), the ETF that is heavily weighted toward the short-term futures contract on light, sweet crude oil, is up about 38% this year (as of Friday, April 12). The 2019 trend higher...

Q1 earnings and tactical market outlook

Editor’s note: Tony Dwyer, U.S. portfolio strategist for Canaccord Genuity, and his colleagues author frequent overviews of market conditions, technical factors, and their future market outlook. The following provides an edited excerpt from their April 11, 2019,...