To all Financial Advisers out there, I am a new financial consultant that is struggling to find new leads after finishing with his warm leads. Any advice for me?

Hi Anonymous,

You may try MyInsurFolio Plus for 1 month to see if you can obtain referrals:
https://www.policywoke.com/policyxchange

Disclaimer: PolicyWoke is a 2nd-hand endowment policies broker.

Before covid, people are already less willing to speak to FCs unless it’s their existing agent and they have a need to enhance.

Now Covid environment presents a new set of challenges. In this situation, the most efficient method imo is to work really hard on getting referrals from your warm network and build from there.

Since you are new, should learn door knocking and other cold channels after covid is over. Am taking into account to protect your health and the health of the people you come into contact with.