James Bell • Langhorne, PA
Legacy Financial Services Group • FSC Securities Corporation
Most of my client acquisition comes from networking or referrals from other professionals and current clients. But I think there is an untapped and very valuable source of new business that involves succession planning on the part of other advisors looking to wind down their efforts over a year or more. This is a trust business, both with clients and with your peers.
It is important to be positioned as someone who is trustworthy, very current in your approach to planning and investing, and well-respected. You want to demonstrate to those advisors in your network who are looking to eventually retire that you will be a proactive advocate for their clients and take a very personal, hands-on, and active approach. It is a wonderful way to build your business, and a win-win-win situation.
Disclosure: James Bell is a financial advisor-CFP with Legacy Financial Services Group in Langhorne, Pennsylvania, affiliated with FSC Securities Corporation in Atlanta, Georgia. Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Insurance services offered through Legacy Financial Group, which is not affiliated with FSC Securities Corporation. Investing involves risk including the potential loss of principal. No investment strategy, such as dollar cost averaging and asset allocation, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.
Photography by Lee Shelly Photography
