7 Effective Ways on How to Get More Clients This 2022

7 Effective Ways on How to Get More Clients This 2022

This coming 2022, we are all looking forward to a fresh new start. Even if the pandemic is still on the run, financial advisers in Australia are still doing great in their industry in making sure that Australian citizens are financially ready for the coming year.

Well, that’s good news for you – especially if you want to boost your business. At the end of 2021 and the beginning of the next year, you’re still on your way to being a successful financial adviser.

However, it can be discouraging sometimes, especially if you are having a hard time creating a connection with your client or attracting new clientele.

There’s no need to worry, though. You are in the right place. Here are some of the best ways to become successful in creating a client connection and attracting new clientele in Australia in 2022.

Be Savvy with the Social Media

Yes, there are still a lot of people that are not yet fully embracing the new technologies, especially social media. But as you know, it is still the most effective and efficient way to share information and attract new clients.

You can easily build a community where your potential clients can share and spread your content. Believe it or not, it is cheaper and more effective than traditional marketing.

You should also think of creating a social media page for your company. This way, it is easier to be found by clients. You can add links to your website and other social media accounts where people can get in touch with you.

Build a Strong LinkedIn Profile

Just like Facebook and Twitter, LinkedIn is already a popular platform for building connections with clients. If you want to attract new clients, you should build a strong LinkedIn profile that is different from your other profiles.

However, you should also bear in mind not to spam people on LinkedIn. You should only share content that is relevant, interesting, and valuable to your potential clients.

Have a Mobile App for Financial Advice

It is no longer surprising that the majority of the population is experiencing a rapid growth in the use of mobile phones.

It is not surprising if there are people who have a mobile phone but have not yet acquired a computer.

You should have a mobile app for your business and make it available on Android or iOS phones.

Have a Personal Website

What can you say about having your own personal website? It is no longer optional. I know that there are still a lot of people who have blogs. But if you have a personal website, it is even better.

A website is a more permanent platform for your business. It is easier to be found than a blog that can be accidentally deleted if the blog is no longer active.

Think of a Service Guarantee

One way to cut costs is to offer a money-back guarantee. It is an extra added value that clients will appreciate and will make them feel confident in investing in your services.

You can offer this money-back guarantee for a set period of time.

Establish a Client Retention Program

Let’s face it. There are times when clients stop seeing you as their financial adviser. They will eventually leave your office and look for another financial adviser.

This can be prevented if you establish a client retention program. For example, you can regularly send reports and alerts to your clients regarding their financial situation. If you don’t, you can organize seminars for your clients to attend.

In order for clients to stick with your services, you need to meet their fundamental needs. You may have to offer them more frequent communication, more hands-on services, or even investment opportunities.

Get a Mentor

It is not easy to be successful in this industry. In fact, it is not even easy to be financially stable in this industry.

It is not easy at all. And if you want to become successful, you should follow in the footsteps of the successful financial advisers in Australia.

It is not always a good idea to reinvent the wheel when you can easily follow in the footsteps of successful financial advisers.

This is why you should consider getting a mentor. With their experience in the industry, they can provide you with the knowledge to build your own business.


Getting more clients is not a walk in the park. It is sometimes easier said than done. But if you take the necessary steps to boost your business, it can become easier for you. You can always hire an expert in financial services to help you with your business.

Vision Outsourcing Aus helps financial services companies with the arduous tasks that have been taking so much of their time. Let us help you out with transforming your business this coming year. Schedule an appointment today to get started.

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