Where I FIND NEW Clients As A Financial Advisor!
Summary
TLDRDans cette vidéo, Josh, un conseiller financier certifié en gestion de patrimoine, partage son expérience sur la construction d'une clientèle durable et efficace. Il compare la phase initiale de développement des affaires, souvent stressante et terrifiante, à la croissance d'un arbre qui, avec le temps, produit des fruits et des graines. Josh explique comment il a passé de la 'guérilla marketing' à un modèle plus soutenu par le bouche-à-oreille, la création de contenu en ligne et la satisfaction des clients existants. Il encourage les entrepreneurs à survivre la période de désespoir tout en plantant des graines pour un avenir prospère, soulignant l'importance de l'intention et de l'action pour attirer les opportunités.
Takeaways
- 😨 L'acquisition de clients peut être effrayante et déroutante au début, surtout pour une entreprise nouvellement créée.
- 📈 Josh, un conseiller financier certifié, partage son expérience pour montrer comment construire un portefeuille de clients de manière durable.
- 📞 Au départ, Josh a dû faire des appels téléphoniques pour attirer des clients, une expérience pétifiante pour quelqu'un qui n'aime pas se mettre en avant.
- 🌱 Il compare le développement de son entreprise à la croissance d'un arbre, nécessitant un investissement initial et un entretien pour voir les résultats se multiplier avec le temps.
- 💪 Il insiste sur l'importance de survivre la phase initiale de désespoir pour pouvoir atteindre une phase plus durable et agréable.
- 📈 Il explique que faire un bon travail avec les clients existants est une excellente façon de 'planter des graines' qui donneront des résultats à long terme sous la forme de recommandations.
- 🌐 La création de contenu en ligne est également une stratégie clé pour 'planter des graines', car il peut attirer de nouveaux clients sur le long terme.
- 🔄 Il souligne que la balance entre la survie à court terme et l'investissement dans l'avenir est cruciale pour la croissance d'une entreprise.
- 🤝 Il partage des exemples récents de clients acquis grâce à des recommandations et à la visibilité en ligne, démontrant comment ses efforts initiaux ont porté leurs fruits.
- 💡 Il met en avant l'idée que l'intention et la volonté de croître peuvent avoir un impact mystérieux et positif sur l'arrivée d'opportunités inattendues.
- 🚀 Il encourage les gens à se fixer l'objectif de croître, à saisir chaque opportunité et à créer de l'action pour voir leur entreprise prospérer.
Q & A
Quel est le métier de Josh et comment cela concerne-t-il la création de clientèle ?
-Josh est un conseiller financier certifié en gestion de patrimoine et il gère son propre business de gestion de richesse. Bien qu'il soit conseiller financier, il pense que les principes qu'il partage s'appliquent à toute personne qui cherche à construire une clientèle, peu importe le secteur d'activité.
Quelle est la première expérience de Josh dans le domaine de la vente et comment cela l'a influencé ?
-Lorsque Josh a commencé dans le métier, il a travaillé pour une grande entreprise où son manager l'a incité à appeler des personnes dans son carnet d'adresses pour attirer des clients. Cette expérience était effrayante pour lui, car il avait peur de parler au téléphone et de se mettre en avant, ce qui est un sentiment que beaucoup de gens peuvent ressentir lorsqu'ils construisent leur propre entreprise.
Quel est le terme utilisé par Josh pour décrire les tentatives initiales de construire des relations commerciales ?
-Josh utilise le terme 'guerilla warfare marketing and sales' pour décrire les tentatives désordonnées et effrénées de se faire de la clientèle en envoyant des messages aléatoires, en participant à des événements de networking, en appelant des personnes, etc.
Comment Josh décrit-il l'évolution de sa manière de construire sa clientèle au fil du temps ?
-Josh décrit son évolution comme passant d'une phase de 'guerre de guérilla' à une phase plus durable et agréable, semblable à la croissance d'un arbre, où il faut planter des graines, les prendre soin et les faire pousser pour qu'elles donnent finalement des fruits.
Quels sont les types de 'graines' que Josh a plantées pour développer sa clientèle ?
-Josh a planté des 'graines' en réalisant un travail exceptionnel pour ses clients existants, en créant du contenu en ligne, et en s'occupant de ses clients de manière à ce qu'ils fassent des recommandations. Ces actions ont contribué à son développement à long terme.
Quelle est la différence entre les clients que Josh a eus au début de sa carrière et ceux qu'il a maintenant ?
-Au début de sa carrière, la plupart de ses clients provenaient de ses premières tentatives effrénées de vente, comme des appels téléphoniques sous la supervision de son manager. Aujourd'hui, ses clients viennent de recommandations, de contenu en ligne et de relations établies, ce qui montre une évolution vers une clientèle plus durable et moins stressante.
Pourquoi est-ce important de prendre soin des clients existants selon Josh ?
-Selon Josh, faire un travail exceptionnel pour un client existant est essentiel car cela peut conduire à des recommandations et à de nouvelles clients. Cela peut être comparé à planter une graine qui, avec le temps, peut donner naissance à de nouveaux clients.
Quel conseil Josh donne-t-il pour survivre et prospérer dans les premières années difficiles ?
-Josh conseille de survivre en combinant des efforts pour planter des graines (stratégies à long terme) avec des actions immédiates pour assurer la survie (comme des appels téléphoniques froids), tout en ayant foi que, avec le temps, les graines vont germer et donner des résultats.
Quel est le message final que Josh souhaite transmettre à ses téléspectateurs ?
-Josh encourage les téléspectateurs à fixer l'intention de croître leur entreprise, à saisir chaque opportunité, à répondre à chaque demande, et à créer de l'action. Il croit que cela attirera les opportunités et les prospects sans qu'il soit nécessaire de chercher activement.
Comment Josh explique-t-il l'importance de la foi dans le développement de son entreprise ?
-Josh exprime que malgré son penchant pour les faits, la science et la rationalité, il a constaté que la foi en son intention de croître son entreprise a un impact significatif sur les résultats. Il ressent que cette foi crée des résultats, même s'il ne peut pas le prouver de manière scientifique.
Outlines
😀 Développement de clientèle et transition vers la durabilité
Josh, un conseiller financier certifié et entrepreneur, partage son expérience sur la manière de construire une clientèle dans n'importe quel type d'entreprise. Il aborde les défis initiaux et effrayants de la construction de clientèle, passant d'une approche épuisante et terrifiante à quelque chose de durable et plaisant. Il compare le processus à la croissance d'un arbre, nécessitant des soins et un engagement initial, mais qui, avec le temps, produit des fruits et des graines pour une croissance exponentielle. Il insiste sur l'importance de survivre la phase de désespoir initiale tout en plantant des graines pour le futur.
🌱 Métaphore de la croissance d'un arbre et stratégies de marketing
Josh explique comment la croissance d'un arbre est un métaphore pour la construction de sa clientèle. Il souligne l'importance de 'planter des graines' en offrant un excellent service à ses clients existants, en créant du contenu en ligne et en s'occupant de la réputation en ligne. Il insiste sur le fait que bien que ces stratégies ne produisent pas de résultats immédiats, elles sont essentielles pour assurer une croissance durable. Il partage également son expérience personnelle sur la manière dont ses clients récents sont venus par le biais de recommandations et de sa présence en ligne, démontrant ainsi la réussite de cette approche à long terme.
🤝 L'importance des relations et des références pour l'acquisition de clients
Josh détaille les parcours de quatre de ses clients récents, montrant comment ses efforts antérieurs en matière de contenu en ligne et de relations personnelles se sont traduits en opportunités de clientèle. Il mentionne des clients tels qu'une étudiante en droit, un entrepreneur en herbe, une jeune femme économe et un ancien coach de volley, tous ayant découvert ses services par des voies variées, allant des recommandations de proches à des connexions sociales et professionnelles. Chacun de ces clients représente une 'fruit' de ses efforts passés en termes de marketing et de relations.
🔮 L'impact de l'intention sur la génération d'opportunités
Dans le dernier paragraphe, Josh partage une réflexion plus profonde sur l'influence de l'intention sur la création d'opportunités. Il relate son expérience personnelle selon laquelle, lorsqu'il se concentre sur la croissance et l'ouverture aux opportunités, les affaires et les prospects commencent à surgir de manière presque mystique. Il encourage les téléspectateurs à fixer une intention de croissance, à saisir chaque opportunité et à créer de l'action, ce qui, selon lui, attirera les affaires de manière surprenante.
Mindmap
Keywords
💡clientèle
💡guerilla marketing
💡investisseur
💡conseiller en finances
💡vulgaire
💡arbre en croissance
💡semis
💡résilience
💡contenu en ligne
💡intention
Highlights
Building a clientele in any business can be a daunting task.
The speaker shares personal experiences on building a clientele over time.
The process evolved from exhausting and terrifying to nice and sustainable.
The importance of thinking like an investor when building a business.
The speaker's background as a certified financial planner and wealth management business owner.
Principles discussed apply to various service-based businesses, not just financial advising.
The initial challenge of cold calling and the fear of rejection.
The concept of 'guerrilla warfare marketing and sales' as a starting point.
The necessity to go through a 'desperation stage' to survive in business.
The metaphor of growing a tree to describe the development of a business clientele.
The long-term benefits of planting seeds through referrals and good service.
Creating online content as a method of planting seeds for future business growth.
The importance of balancing immediate survival strategies with long-term growth.
Examples of recent clients acquired through referrals and digital content.
The power of social proof and building trust through multiple touchpoints.
The speaker's belief in the metaphysical aspect of setting intentions for business growth.
Encouragement to take action and create opportunities for business growth.
The call to subscribe for more content on building a successful business.
Transcripts
let's face it guys building your own
clientele in any type of business is
absolutely petrifying now today i want
to give you guys an insight into how i
have built up a clientele over time and
how that process has moved from being
something exhausting and terrifying into
something that is really nice and
extremely sustainable time to think like
an investor hello and welcome back to
the channel guys if you're new here my
name is josh i am a sixth year certified
financial planner and i run my own
wealth management business now although
i'm a financial advisor myself i think
these principles really apply to anybody
who is trying to build up a clientele in
anything whether you're selling cars or
you're a hair stylist or you're an
accountant or whatever it might be if
your outcome of your life or your
lifestyle financially speaking is
dependent on you building a clientele or
the inputs you make from a sales
capacity let's say i think these
principles apply so whether you're a
financial advisor or not i think you can
get some value out of this video and by
the way if you're thinking yourself wow
this video is for me well then hit that
subscribe button below it's completely
free and you'll get more content like
this but i gotta start by telling you
guys a story you see when i first got
into this business i was working for a
larger company and i get called into my
manager's office on one of the very
first weeks i'm working there and he
says all right sit down and so we sit
down in his office and he says all right
open up your phone contacts and i'm like
okay so i open them up and he says let's
start calling them and let's try to get
some clients in the door for you to sell
something to and for me as someone who
is kind of always nervous talking on the
phone and didn't really like putting
myself out there this was petrifying and
you're probably going through something
like this if you're building a business
of your own or if you're thinking about
it in the back of your mind you're
wondering
can i really do this like when push
comes to shove can i go out and get it
can i make business happen can i be
persuasive can i sell is anyone going to
buy what i want you have all these
doubts and that's exactly where i was in
the winter of 2016 when this all began
and so while my tenured manager who's a
veteran is like the judgment of god
himself is overlooking me i start making
these calls and stumbling over my lips
and my face is going red and i can't
really get any words out and people are
saying no or why are you calling me it
wasn't very good and so everybody who
needs to build their own clientele is
going to go through this at the start
it's just part of the process of feeling
like an idiot at first to me this idea
of just randomly messaging people
randomly walking up to people trying to
stir the pot trying to get meetings
trying to build connections trying to go
to networking events trying to call
people messaging people all these things
this is what i call like guerilla
warfare marketing and sales it's like we
are going to just run into the front
lines and stir the pot and see what kind
of happens and obviously that sounds
terrifying right nobody really wants to
do that at least i don't maybe there's
like one percent of people who are just
natural door-to-door sales people and
want to go and do that it wasn't for me
and the good news for you is that today
i've got a business that's great and i
love it and it's succeeding i would say
so if you don't like it either don't
worry there is hope for you you don't
have to be in that one percent to
succeed but how do you succeed if that's
really not your style well i can tell
you a little bit about my experience for
me over time i had to start in that
guerilla warfare marketing just like
everybody else but over time it
developed into something more
sustainable and really enjoyable
something more akin to like the growth
of a tree it's like you plant a seed and
then you have to really take care of
that seed and nurture it you have to
like water it and then there's sunlight
and you know there's this whole
mythology about giving it love which
means giving it a 10 and making sure
you're paying your daily dues to keep
that seat alive and then over time it
starts to sprout a little bit and you
have some hope and so maybe you keep you
know watering that tree and keeping it
alive and over time it starts to grow
and grow and grow and after two or three
years this thing's actually bearing
fruit and not only is it bearing fruit
that you can live on and eat now
that fruit is producing seeds that you
can replant that's the key right given
enough time and planting enough seeds
the benefit you can reap multiplies and
multiplies and multiplies exponentially
to the point where there's just fruit
growing all around you and now you can
actually pick the fruit that you want to
eat and so today i want to walk you
through where my first three or four
clients came from and where my most
recent three or four clients came from
and i want to show you the difference
between what it's like to be starting
out in a service-based business like
financial advisor building up your book
and what it's like six years in and how
those differ and what you really have to
look forward to if you can survive now
believe it or not my first three or four
clients in my business all came from
that first meeting where i sat on the
phone with my manager across from me
stumbling over my words and i was able
to book a few meetings and of the ones i
got in front of me i actually did a
pretty decent job and i was able to be
myself a little bit and over time they
decided yeah i want to start working
with josh and great love that but now
here's the point okay here's my main
thesis behind this video
in any business like mine like wealth
management financial advisor or
service-based business
you have to go through that original
desperation stage to survive but you do
not want to stay there your goal is to
get to a point where you have not only
survived but planted enough seeds to
start growing trees and so what do i
mean by growing trees i think there's so
many different ways you can plant seeds
some of the best ones the highest
leverage ones are doing a really good
job for the existing gorilla desperation
clients you got and the reason that's a
seat is because you will get one client
and if you do a very good job for that
client you are planting a seed and two
years later you get referred to their
sister or you get referred to their
parents or their cousin or their
coworker okay so that's planting seeds
doing a really good job for a client is
a seed planted creating online content
that is planting a seed you're
effectively putting a little piece of
digital real estate out there that
people can stumble across and once they
see four or five or six pieces of your
content over a long period of time maybe
a couple of years eventually they're
gonna have a need that you can solve and
you're gonna be the person that comes to
their mind creating content marketing
these are planting seeds you see the big
problem is a lot of people think oh i'm
gonna knock on doors i'm gonna cold call
i'm gonna do some digital content and
they stick with it for two months or
three months or four months and then it
putters out because they don't see any
results but what i believe you're trying
to do as someone building a business
where you're serving clients is you are
just trying to survive long enough for
the trees to start bearing fruit so what
that means is you have to be doing both
of these at once you not only have to be
planting seeds digital content doing a
great job for clients referrals these
sorts of strategies that create a much
better future but don't produce anything
right now that must be balanced with
survival because you can't just be
planting trees planting trees planting
trees there's nothing to eat and then
you don't live or survive long enough in
the business to see the fruits of all
those seeds start to actually sprout so
that is the psychology that i believe is
the best way to think about this survive
until the trees are going fruit and then
you arrive at a place where i feel like
i'm at today and now i want to walk you
through where my four most recent
clients came from
and you'll see how this kind of ties
into the tree idea so i'm going to use
code names obviously to you know
maintain the anonymity of these clients
they probably don't want their name and
financial details out there
but i'll give you the general profile so
first one uh we'll call rebecca and
rebecca is a law student who
has done an incredible job of saving
over the course of her life and at this
point has just kind of accumulated like
a hundred thousand dollars in her bank
account and so she came to me thinking
oh my goodness like inflation's getting
very high i know i should probably be
investing but a lot of this stuff is
just with the bank branch i'd rather
have somebody who is going to put more
care into this do a little bit of tax
planning because here's the thing when
you have enough money that your
registered accounts are maxed out now
you got to get strategic with taxes
because some of your investments are
being taxed along the way so she came to
me for help with that now a hundred
thousand dollars with a young law
student that means good client now high
potential she's amazing to work with i
absolutely love chatting with her and so
for me to get a client that i enjoy this
much and provides this good of an
opportunity where did that come from did
it come from cold calling did it come
from randomly dming people no it was
actually a referral
from another young client who i just got
like a month before so i did a really
good job doing a proposal and set up for
one client and immediately she referred
her sister and her sister is now rebecca
this person i'm talking about and so the
funny thing is the original client came
from watching these youtube videos so
this is what i mean by planting seeds
digital content someone watches three or
four videos they actually reach out to
me to do business i do a great job for
them and now they've seen okay social
proof with youtube okay now he's
actually done a good job for me i'm
gonna refer my sister and this girl
rebecca that we got the sister of the
original client is stella incredible and
what did i do did i have to go to my way
to knock on a door and expose myself to
rejection no my an email came into my
inbox saying hey you did a great job for
my sister i'd love to work with you as
well and it was that easy see much more
sustainable much less stress next client
okay here's a funny one this client
oliver knew him since high school he was
a few years younger than me in high
school and over time it was very obvious
that he was becoming a pretty ambitious
person and so we connected through the
years he was friends with my family and
all sorts of things but kind of distant
and over time he actually found himself
in a role that was
at a startup that was growing very
quickly and so he is in a position now
where the amount of money he is
generating within this business is so
much so that it rewards him starting a
corporation and a holding company to
separate out his assets and make sure
that for all the money that he is not
spending he's not being taxed on it
right if you accumulate money in a
corporation you only pay tax on it when
you take it out personally so he was
looking at me to be like okay josh i
need your help with getting a corporate
investment account set up and finding
out the tax implications of that so we
can grow this money that i'm not
withdrawing to spend and so
so he's an incredible client with very
high potential going to be adding money
hand over fist every month and the great
thing about this is he just came to me
because i work with someone that he
works with and he knew me from high
school so you see how over time you get
these triads right where they know you
in multiple different ways and the
second there's a prospect that knows you
from multiple different ways maybe
they've read one of your blog posts plus
they knew you from high school plus you
work with one of their co-workers you
have this try out of wait a second
they're social proof from so many
different angles i trust this guy
there's so much hinging on him doing a
good job and so extremely easy client to
get absolutely loved this client and so
like you can see much easier didn't have
to go out of my way to make that happen
it came to me now the next client is
michelle okay so michelle
is another person similar to rebecca and
she had just done a fantastic job of
saving she was almost afraid of spending
money a young girl a few years younger
than me again actually and so she has
also accumulated about a hundred and
fifty thousand
that was literally sitting in a checking
account and so for us 150 000 is a great
client we're more than happy to have
that now for her the main thing was she
really wanted to start investing but she
was afraid of downside risk and so there
was a lot of things going right she had
enough money that she was going to max
out all her registered accounts there
needed to be some tax strategy done she
also knew that she wanted to invest in a
way where she wasn't exposing herself to
massive volatility but could still get
you know good investment-like returns
and so we're helping her through that
building out a proposal building a plan
getting an investment portfolio in place
that's all done and that all came
through instagram um she knew some
mutual friends she had seen some of my
content we were both interested in golf
and over time it just kind of so
happened that she reached out she became
a client and um very grateful for it so
like you can see just fruit from seeds
you planted a long time ago starting to
fall into your lap and the last one
which is really exciting is let's call
him clyde now clyde used to coach
a volleyball team that i volunteered to
coach but we were coaching different age
ranges and so we would overlap every now
and then and then he also knew me
through the fact that i was a volleyball
athlete in high school and he knew me
through the fact that i had been
producing a lot of financial content
because he's in the insurance industry
so over time he came across more and
more of my videos kind of got interested
in my philosophy we got together for a
zoom call a couple months back nothing
really transpired but again he just
recently slid back in to my emails and
said hey i've got about a million bucks
that's accumulated on the sidelines i'm
not really willing to invest all of it
but it's been a really good year in
business and i'm hoping to maybe
find a way with you how we can beat
inflation with this money without
exposing it to too much downside given
that markets are elevated and so him and
i are going to walk through a proposal
on a strategy to get probably half a
million to three quarters of a million
dollars invested so between each of
these four clients that's about a
million bucks of new assets from really
young people who are high growth high
potential you know that's being
selective that's just great fruit like
ripe beautiful voluptuous fruit that i
can now pick and none of those things
required me to knock on a door or face
rejection all of that rejection you face
is in those first few years trying to
survive while you're planting seeds to
find yourself in a situation like this
so hopefully this idea makes sense to
you guys the reality is the reason those
first couple years are so hard is
because you have to survive while your
seeds are growing and the survival while
the seeds are growing it means you're
going to have to knock on doors cold
calls send emails start messaging people
trying to stir up any business you can
now i'd like to leave you with one last
little snippet of wisdom if i may
whether you're in that gorilla
desperation marketing prospecting stage
where you're trying to survive or you're
starting to see some of those seeds bear
fruit in either case
there's something really weird that is
going on now this is something i just
can't explain with science or with math
it's on the realm of like mythology and
spirituality things that you feel are
real but you cannot prove in the
physical world i think there's a lot of
things to be said about this but what i
find i kid you not if i decide to sit
back and say hey i've worked really hard
i'm gonna take a rest i'm gonna make
sure the trains are running on time but
i'm really not gonna like focus on
growing my business i'm just gonna relax
for a bit
what happens is the pipeline dries up
and the inbound leads start to stop but
once you create an intent to say i'm
going to say yes to every opportunity
that comes my way i'm going to take
every coffee meeting that's requested of
me i'm gonna respond to every comment
and respond to every dm i am going to
start stirring up action
what you find
is that within days
things start falling in your lap and
this is something i can't explain i
don't know how it's metaphysical it's
surreal it's spiritual i can't really
tell you but the old religions and
mythologies of the world talk about
having faith and i think this business
has shown me over and over again that
you have to have faith that your intent
will kind of create results and this
sounds extremely weird as someone who
likes to base things in facts and
science and rationality i can't give you
any backup for this but i recommend you
try it because it's worked for me
wake up and think to yourself i am going
to set the intent that i am going to
grow and i am going to come into
opportunities and i'm going to get out
there and just stir the pot stir the
beaker see what comes out of it take
every meeting take every phone call talk
to every single person you can get out
there and start creating action and then
opportunities and prospects and business
will start to fall in your lap from
places that you didn't even stir them up
so it doesn't matter what stage you're
in i highly recommend you set the
intention you do everything you can to
grow and you'll be blown away with where
business comes from so anyways guys i
hope this gave you some encouragement or
inspiration to go out and build a
business where you can become free and
do something you really love to do and
help people in the process so if you
like this video make sure to give it a
like hit subscribe and turn on post
notifications for more videos just like
this one every single week until next
time
[Music]
you
Browse More Related Video
![](https://i.ytimg.com/vi/7V9Y5uE3nAg/hq720.jpg)
How I went from zero to $50k a month [Step-by-step]
![](https://i.ytimg.com/vi/CxHJiNJfkW0/hq720.jpg?v=5e11ecc2)
Épisode 1 : C'est quoi le marketing ?
![](https://i.ytimg.com/vi/WrdT6wJNois/hq720.jpg)
Comment passer de 0€ à 100,000€ en 2024
![](https://i.ytimg.com/vi/yrVyJmQCA9I/hq720.jpg)
Mettre en place une bonne stratégie de création de contenu
![](https://i.ytimg.com/vi/p-Pm-QzZQpQ/hq720.jpg)
7 outils IA Inconnu qui vont te Rendre RICHE en 2024 (DÉBUTANT)
![](https://i.ytimg.com/vi/xDkAbAP5_wI/hq720.jpg)
Alex Hormozi Explains How To Start Your First Business
5.0 / 5 (0 votes)