Poll: Are you in a position to take on more clients?

Agree primrose.foster and it has been for us over the years, but persistence does pay and with so many people wanting to engage a financial adviser we have found that by consistently sticking to our marketing, telling clients we are open for business, sending referral gifts and thank you gifts, it does work.  Whilst we'd like to, we don't have an accounting or legal firm who send us a steady stream of referrals, but we do have a trusted network of professionals who know we will look after their clients if they send them to us.

Also having a consistent marketing presence helps, as it shows prospective clients who we are currently working with and who our ideal clients are.