How Do Financial Advisors Grow Their Business In This Economy?

PRLog (Press Release) - Sep 09, 2009 -
So many financial advisors are struggling right now. The lack of new clients is the direct result of the economy, wide-spread doubt or mistrust, unemployment, and 401k’s and pensions cut in half as a direct result of the 2008 market crash.
Financial Advisors know that one-on-one interaction and referrals make the best new clients. Dr. Len Schwartz, President of Pro 2 Pro Network, one of the largest professional-to-professional referral networks in North America says, “Most Financial Advisors would love to help more people by working closely with other professionals like CPAs, Accountants, and Attorney’s but don’t know how to ‘get in the door’ and/or set up pre-qualified meetings for themselves.” That’s where our Automatic Practice Builder™ Service comes in.”
    Pro 2 Pro Network offers Financial Advisors and other professionals a chance to connect to discuss the possibility of a mutually beneficial referral relationship. These meetings are pre-screened and pre-qualified so both parties know what to expect from the first meeting. “In 2009, we have been directly responsible for helping our clients generate an additional $40 million in new business, and it’s only September”, says Schwartz. Jennifer Kilby, a Financial Advisor said, “I have been a client…for three months. Through the APB Service and Pro 2 Pro Network, I have a CPA who is slated to invest at least $1 million with me AND a Divorce Attorney who is referring a $25 million account to me.” Larry Turell, a Financial Advisor in Manhattan, says, "I closed $5 million dollars in new business after only 6 months."
The service also includes high level coaching to ensure that their efforts are predictably successful.

Editor Note: Pro 2 Pro Network President Dr. Len Schwartz is available for interviews.