Starting a Financial Advisory Business and Growing Your Client Base - ALCOR FUND


Starting a Financial Advisory Business and Growing Your Client Base

Financial Advisory Business

So you are deciding to become an entrepreneur and start your own business in the financial sector by advising other clients and companies about how to manage and run their money better or smoother. This is an exciting start to your own goals, company, and becoming more than just a normal person working for other companies. 


This will be the start of your own business, which means you’ll have to learn how to grow your client base and bring in more customers by any means possible. This can be very difficult for beginners, as it is a new step that you’d never have to do when working for a company. But when constructing your own, you have to learn how to bring in clients when you start with nothing. 


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Online Possibilities

In this era of technology, you have access to a lot more resources than anyone else ever had in the years before. 


Social Media

You can use websites that are free to put content on, such as YouTube, Facebook, Twitter, and many other platforms known as social media. These are free and all it requires is an email address or phone number to make an account, and then you start posting your content. 


You’ll gain viewers and can always put links in the videos or posts that allow the viewers to view your company and business and what it is about. 


Online Ads

If you aren’t one for following social media trends to try and align your business with that, you can always try ads. These online advertisements can showcase your business, and can be done in many ways that may seem very efficient and affordable to the lowest income people. 


You could seek pay-per-click ads, which only charge you when your ad is clicked, or you could try other forms of ads where your ad is just sent through an ad sense page. 



Another form of advertisement in a sense would be SEO or search engine optimization. This allows you to write articles or make posts on a website or blog page, that with certain keywords will attract viewers through its uniqueness and how often the words are searched. 


This takes some time to learn, but once you have learned how to write in SEO format, you can easily get viewers to come to your page and view your content. 


Your Website

Having your website allows you to direct traffic specifically to your site where you can inform the viewer on what you can do for them. This direct link allows you to give the potential customer the full scale of what you can do, how you will do it, how you’ve helped people before, and much more. 


Making a website can seem like a scary task, but many providers can help you in making your website from a template, or if you have the cash you can pay for a service to make the website for you to your design, but with professional help. 


Things to Keep in Mind

While growing your business is a major objective, there are a lot of things to keep in mind when you are trying to grow. There are some fixed and variable costs and ideas that should always be in thought when pursuing the next opportunity. 


Cost and Budget

Cost and Budget

Starting up your company online when it is run and owned independently but yourself with no outside help is no big deal. You may need some cash here and there to buy the domain, pay for a website to be made, get the proper tools you need to actually start helping clients, or even pay for the education, training, and certificates.


But you should ideally set a budget when it comes to growth and when the company gets bigger. Do you have an idea of how much you’ll pay other employees or partners you hire? Also, do you want to get an actual office or just want it to remain online? Do you want to pursue different trends of ads and start working on a social platform to gain more views? 


These are all things you should think about and set a budget on when considering growth. 



Testimonials are one of the best things that can help set your company and business apart from others. This is a statement that shows you are capable, you are good at what you do, and you provided excellent service to your client. Testimonials are statements that come from a previous customer and are basically like a review of your work.


These should not be ignored, as they can show how great you are at your job, what you are capable of, what you’ve done, how you’ve helped, and how it improved their company and finances. 


Growth and Training

Something that should never be ignored is the growth and training of your company. You should always consider investing in hiring new talent, and improving the current talent you have. Even if the only person you have working at your company is yourself.


The better talent you have, the more clients will notice how well you work and how you act like a well-oiled machine. Building the correct team, getting the best training, and becoming the greatest company at what you’re doing should always be your key idea when considering growth and training at a company you’ve made. 


Author Bio:

Gabe Nelson

Gabe Nelson is a content specialist of over 7 years of experience, currently working with  Just out of high school he set off crab fishing on the Bering sea in Alaska. From there he went back home to finish his college degree at the University of Montana. He has a passion and keen understanding when it comes to financial advising. He has written hundreds of content pieces in numerous niches. Currently, he lives in Missouri with his wife and kids.


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