Virtual Prospecting

Attracting and Securing New Clients Virtually

Effective Marketing Strategies to Acquire and Close New Business in This Age of Social Distancing

According to 750+ financial professionals who took part in the Incapital Pulse Survey in September, the following marketing strategies have resulted in the most new clients:

  • Solicited & Non-Solicited Referrals
  • Email Campaigns
  • Virtual Educational Seminars

Additionally, top-producers surveyed are having success bringing on new clients through a wider variety of marketing strategies including social media.

Get expert insights and recent case studies on how financial professionals are using these top virtual marketing strategies today!

After watching the video, you’ll be informed with specific takeaways to acquire new clients and close more sales.

To help you get started, we are pleased to offer the following resource guide with four key strategies to improve the outcomes of your virtual prospecting meetings.


Strategies for closing more meetings

Attracting and Securing New Clients Virtually

Incapital is dedicated to providing fresh ideas and professional service to help your practice thrive and stand apart. Please reach out to our team if you would like to discuss what more Incapital can do to serve as your partner.

If you have any questions or requests, please contact us at AdvisorSupport@incapital.com or 888-849-5732.