{"id":6790,"date":"2025-01-20T16:45:53","date_gmt":"2025-01-20T16:45:53","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/your-3-month-plan-for-attracting-clients-from-scratch\/"},"modified":"2025-01-20T16:45:54","modified_gmt":"2025-01-20T16:45:54","slug":"your-3-month-plan-for-attracting-clients-from-scratch","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/your-3-month-plan-for-attracting-clients-from-scratch\/","title":{"rendered":"Your 3-Month Plan for Attracting Clients From Scratch"},"content":{"rendered":"<p>I recently had a\u00a0marketing coaching session with newly independent CFP Scott Davison.<\/p>\n<p>He needed help understanding how to go about attracting new clients &#8211; from scratch. \u00a0Listen in for a 3-month plan to start TODAY and drive trackable results to your advisory business.<\/p>\n<p><iframe src=\"\/\/www.youtube.com\/embed\/d4dwXdygFlc?rel=0&enablejsapi=1\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>0:00 Introduction<br \/>\n0:35 Scott\u2019s Introduction<br \/>\n1:30 Approachable, Transparent Advisors<br \/>\n2:55 \u201cGoing Fishing\u201d<br \/>\n4:20 Whittle Down Clients<br \/>\n9:51 Common Pain points &amp; How to Communicate Them<br \/>\n11:15 Example of Balance<br \/>\n14:10 What am I typing into Google to find an advisor?<br \/>\n15:31 Transfer of Value, Versus Selling Yourself.<br \/>\n16:10 Market Yourself for Exposure<br \/>\n18:58 Target Audience<br \/>\n19:44 Just do it<br \/>\n21:49 Write it all down, Stream of Conscious<br \/>\n23:57 Opportunity Knocks when You Don\u2019t Expect It<br \/>\n26:13 Dedicate to your Campaign<br \/>\n26:33 The Fourth Month<br \/>\n27:30 Metrics: Tracking where you\u2019ve been<br \/>\n29:08 The Bottom Line<br \/>\n31:10 The Conclusion<\/p>\n<p><strong>Questions?<\/strong> Post them in the comments below.<\/p>\n<p><!--HubSpot Call-to-Action Code --><br \/>\n<span id=\"hs-cta-wrapper-e7a58e75-9819-4db5-99eb-c5734ace327d\" class=\"hs-cta-wrapper\"><br \/>\n<span id=\"hs-cta-e7a58e75-9819-4db5-99eb-c5734ace327d\" class=\"hs-cta-node hs-cta-e7a58e75-9819-4db5-99eb-c5734ace327d\"><br \/>\n<!-- [if lte IE 8]>\n\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n\n<![endif]--><br \/>\n<a href=\"http:\/\/cta-redirect.hubspot.com\/cta\/redirect\/114468\/e7a58e75-9819-4db5-99eb-c5734ace327d\"><img decoding=\"async\" id=\"hs-cta-img-e7a58e75-9819-4db5-99eb-c5734ace327d\" class=\"hs-cta-img\" style=\"border-width: 0px;\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/e7a58e75-9819-4db5-99eb-c5734ace327d.png\" alt=\"\" \/><\/a><br \/>\n<\/span><br \/>\n<script src=\"https:\/\/js.hscta.net\/cta\/current.js\" charset=\"utf-8\"><\/script><script type=\"text\/javascript\">\/\/ \nhbspt.cta.load(114468, 'e7a58e75-9819-4db5-99eb-c5734ace327d');<\/p>\n<p>\/\/ <\/script><br \/>\n<\/span><br \/>\n<!-- end HubSpot Call-to-Action Code --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>I recently had a\u00a0marketing coaching session with newly independent CFP Scott Davison. He needed help understanding how to go about attracting new clients &#8211; from scratch. \u00a0Listen in for a 3-month plan to start TODAY and drive trackable results to your advisory business. 0:00 Introduction 0:35 Scott\u2019s Introduction 1:30 Approachable, Transparent Advisors 2:55 \u201cGoing Fishing\u201d&#8230;<\/p>\n","protected":false},"author":2,"featured_media":6330,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[33],"tags":[],"class_list":["post-6790","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-growth"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6790","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=6790"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6790\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/6330"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=6790"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=6790"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=6790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}