Then there’s social media. “Should you be doing social media? No! Your intern should be doing social media,” she said. Figure out which sites will provide the best pipelines for the kinds of clients you want to reach, she added, noting Francis Financial has found Instagram is one where a lot of women spend time.
Francis also seeks awards. She looks at the ones that her competitors have gotten and targets them. Her interns find the submission forms and then they submit, and she keeps trying even if she doesn’t get one the first time around. “There are a lot of great awards out there … and what it does is it boosts your searches to the very top. If it has “best financial advisor” in the name, that’s a term that people often search for.”