Client
Mature Advisor
location
Calgary, Alberta
Dave is a financial advisor based in Calgary, Alberta, with 21 years in the industry. He built one of the largest books in his region, targeting construction business owners, and uses Capfluence to keep finding exactly the right ones.
The Challenge
My family owned a construction business. I watched them make every financial mistake you can make when you do not have the right advice. When I became an advisor, I knew exactly who I wanted to help. Construction business owners. People like my family.
After 21 years, I have a large book, and I am not looking to change who I target. I am not chasing a new niche or expanding into something unfamiliar. I just want one or two more of the exact same client every year. The problem was finding them efficiently. I knew who I was looking for. I just needed a way to find them faster.
The Approach
I target construction business owners around the age of 45 and up. That is the window where everything starts to get real for them. Do I keep growing the business? Do I sell it? Do I pass it to my kids? They are starting to think about the next few decades, and most of them have never had a real conversation about what that looks like financially. That is where I come in.
Capfluence finds them for me. I put in exactly what I am looking for, and it surfaces the right people. Construction business owners in Alberta, the right age, the right profile. I do not have to spend hours searching LinkedIn or waiting for referrals to come in. The pipeline fills itself.
When I reach out, I do not book a meeting. I invite them for a drink at a local brewery. In Calgary, that is not a sales tactic. That is just how business gets done. You have a beer, you talk about the industry, you figure out if there is a fit. The formal conversation comes later. The relationship starts at the bar.
The Outcome
I have been doing this for 21 years and I have never had a more efficient way to find the right client. Capfluence does not change my strategy. It just makes sure I never run out of the right people to talk to. The approach stays the same. The results keep compounding.
"Capfluence does not change my strategy. It just makes sure I never run out of the right people to talk to."
—
Dave
,
Financial Advisor
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