8 Tips to Acquire Clients and Business Success

In business you are ALWAYS working with and 
for others.Specialists make more money in every field!
No matter how small or self-made you think youTo develop a high degree of competence, spend
are there is always a customer or client at theyour energy on the areas of the business for
end of each transaction.which you have the greatest passion.
 For example, in the financial industry which is
 growing more complex everyday, with who do
1.    Have Integrityyou like to work?
 Do you want to help young newlyweds create a
Do you have great deals? Then you will getfinancial plan, older more established clients with
customers – someone who will leave as soonestate planning needs or business owners with
as a better deal comes along.complex tax and business issues?
However, if you want clients – those who willDevelop your passion area and become an
listen to you, take your advice and refer you toexpert.
others – you must exude integrity. 
Mutual trust is the foundation of the relationship6.    Position Yourself Accurately
between you and your clients. 
 Be sure your marketing materials accurately
2.    Preplan Your Daydescribe what service(s) you deliver to the client.
 Don’t waste the prospects or clients time by
Focus on the events of the day at hand. Will youtrying to be all things to everyone, it cannot be
be meeting with clients or making calls to securedone and it will make you appear unprofessional
new prospects?and damage your credibility.
If you are meeting with clients be sure to prepareBe great at what you do and leave the rest for
a written step-by-step plan for each of thoseothers.
meetings. 
Business development calls are especially7.    Be Professional
challenging in the beginning, but they must be 
done if your business is to grow and thrive.Remember your client is a partner with whom
 you are working to solve a problem – their
 problem.
3.    Use an AgendaListen to and respect their objections and
 concerns and avoid seeing the relationship as an
At the start of each meeting, begin with the endadversarial one.
in mind. 
Ask your client, what has to happen for the8.    Express Gratitude
meeting to be a success. 
Even if you think you know what the client’sThanks and appreciation expressed in a simple
objectives are, you might discover that theyyet sincere manner goes a long way to
have changed those objectives are the prioritiesdifferentiating you from your competitors.
of the objectives might have been re-ordered.Your clients will be pleasantly surprised when they
It is important to see your client as a partnerreceive your handwritten thank - you card!
with whom you are working together to solve aSometimes it seems people are saying “thank
problem.you” less and less.
 Stand out from the crowd and always thank your
4.    Delegate to Othersclients! 
   
Even if you have no staff or business partner(s), 
focus on what you do most productively andYvonne Finn is a passionate and successful
passionately in your business and give the otherfinancial advisor with PFS.
stuff to other people.She specializes in helping Canadian middle income
Outsource if you must or hire competent staffearners become debt – free and financially
on contract.independent.
 Yvonne discovers what her client(s) objectives
 are by performing a free, no obligation Financial
5.    Specialize in SomethingNeeds Analysis (FNA).