Financial Adviser networking seat

How financial advisers usually win clients

Few people choose a financial adviser from an advert. Most clients come through someone they already trust, such as an accountant who has seen their figures or a solicitor handling a house sale or a will. A seat in a FindaBiz group puts a Financial Adviser business in regular contact with the people who make those introductions.

The Financial Adviser seat is already taken in FindaBiz Lutterworth and FindaBiz Hinckley. It is open in six other groups, from Sutton Coldfield and Lichfield & Tamworth down to Southam and Leamington Spa. You can see the advisers already in the network, and the groups with an open seat, further down the page.

Only one adviser in each group

Each FindaBiz group has one seat per trade. Once a Financial Adviser business takes the seat, no other adviser can join that group. So when a member hears that someone needs pension, investment or retirement advice, there is only one name to pass on.

For advisers this counts for more than it does in many trades. Advice relationships last for years and depend on trust, and members are far happier introducing a client to an adviser they know well than to one of several competing for their attention. Holding the only seat gives the other members a reason to learn how your business works and who you help.

Trades that refer clients to a financial adviser

Accountants and bookkeepers see their clients’ finances up close: a business owner planning to sell, a director taking more profit than they need, a sole trader with no pension. Conveyancing solicitors and mortgage advisers meet people in the middle of a house move, when many start looking again at their savings and protection. A Trusts Wills Lasting Power of Attorney business works with families planning ahead, and the same conversations tend to turn to estate planning and investments.

Referrals go the other way too. Advisers often meet clients who need a will updated, a mortgage arranged or protection insurance put in place, and FindaBiz groups have members in each of those trades. It also helps to know Human Resources businesses and care providers. HR advisers deal with workplace pensions and redundancy, and families arranging care often need advice on how to pay for it.

Joining a group in Coventry East, Nuneaton or nearby

You visit a group as a guest first, and that first visit is free. Between meetings, members meet one to one to learn about each other’s businesses, which is especially useful for advice firms: an accountant who understands the kind of client you work with is more likely to spot one when they walk in. FindaBiz also runs free online networking every Friday for anyone with a free account, so you can meet members before you choose a group.

If you are looking for a Financial Adviser business you can trust, start with the members shown on this page. If you run one, check the open seats in Coventry East, Kirby Muxloe, Nuneaton and the other groups below, and book a visit to the one nearest you.