Build Relationships Through Referrals
The key to acquiring customers as a wealth-management firm is to build relationships. Most firms waste their money advertising on different social media sites and, in return, get customers who are neither a good fit for the company nor ones who stay with the firm for the long run.
The best way to build new customer relationships is through referrals from existing clients as well as engaging in activities that appeal to you and represent who you are. This could be anything from volunteering as a coach at a middle/high school, participating in charity golf tournaments, etc. The connections one makes at these events could eventually turn into new customers who know you, trust you, and will likely stay with you and your firm for a long time.
Jay Srivatsa, CEO, Future Wealth LLC
https://www.ceigateway.com/unique-approaches-to-acquiring-customers/