A single-speaker YouTube tutorial by Yogendra Kumar Malik explaining five practical daily tactics for financial advisors and insurance agents to generate up to 10 leads per day: (1) post short value videos daily on social platforms; (2) use WhatsApp broadcasts and communities for follow-up; (3) hold one informal offline meeting each day offering a free financial health check/blueprint; (4) build a referral engine by regularly asking clients for names and gifting; (5) run low-cost targeted paid ads (e.g., INR 100/day on Instagram). The speaker stresses clear ethical intentions and offers classes for deeper training.
The biggest problem for financial advisors is where to find clients to meet every day. Imagine if you get 10 new clients every day and are well prepared to meet them. Your business will grow so rapidly. Today I'll share five simple steps and the last step will be very important. So watch this video until the end. Where do I get 10 qualified clients every day as a financial advisor? Before I get into this, let me remind you. Your intentions must be clear. Don't fool your customers. Don't fool them. Proper financial planning is the key. Not by selling high commission policies or inferior products. If this intention is clear, then move on. Otherwise, no problem. Okay, so the number one step is digital prospecting. Which you can easily do through the power of social media. Post a short video daily on Facebook, Instagram and YouTube in the format of a value add video reel or YouTube short format. It shouldn't be more than 60 seconds to 120 seconds. For example, do you know what 5,000 rupees a month can do? You know, 5,000 rupees a month can retire you and your wife with a respectable income. This is called respectable retirement planning. Hello, I'm Yogendra. I help people build a good retirement corpus with 5000 rupees a month. Now you have to save 5000 rupees for your dignity. So get started before it's too late. Now you understand the kind of content. And similarly, you should post a link to your WhatsApp group below. Let people join your WhatsApp group and then call 2 or 3 people daily. See how people are interested. Post it on Facebook, Instagram and YouTube. Number two. Did you note it? What was number one? Daily prospecting using social media power and the power of videos. Number two, WhatsApp broadcasting. You can also do videos and you'll have a lot of contacts who are either parents, private jobs or have nothing for retirement. You'll have an idea of income. Definitely send them short messages. You don't have to broadcast one message to one group and send another the next day. Every day. Okay. Different, right? Like you created a message. Yesterday I went to Kalura Miyatov's house. He lives in a village. No one in the village does retirement planning because of the joint family system. I found out that due to Kulora Miyatov's lack of ret planning, his children are now throwing him out of the house. I hope this doesn't happen to you. Let's discuss it. I sent this message and activated the context. If you want to know this, come to my community. So there's a broadcast on WhatsApp. And there's a community. A community is formed like a group that's formed on personal WhatsApp. Okay? Create communities like retirement, parental support and child education. WhatsApp broadcasting can generate a LED or two daily. Go to the chat or GPT for the topic. Now let's move on to number three. Have a daily offline meeting. Now see if there's someone in your neighborhood, relatives or friends, who has something financially going on. Agents are contacting them or they're contacting someone else. Someone is taking out a loan. Someone is buying a car. Someone is getting their children admitted. Someone is buying gold. Something's going on. So if you feel ashamed of your business while marketing it, you're in the wrong business. So whether you're going to the market, the gym or just grabbing coffee, make sure you have an informal discussion about your financial blueprint. Have you created a financial success blueprint and do something similar? And definitely have a discussion in the offline market. The script is very simple. I do financial education and financial planning for families. If you also want a free financial health checkup and a financial blueprint, I'm ready. Tell me. Step number three. Very powerful. Write offline meeting. Step number four. Referral engine. We underestimate referrals. Don't underestimate referrals. Referrals are tremendous. And every Customer gives you two names quarterly. Suppose you have 100 customers. You take two names from them. Quarterly. 400 names. 202. 200 names. Right. Quarterly. If you take two names four times a year, that means how many? If you take two names four times a year, that means 800 names. And how many leads do you need beyond 800? Referrals are fantastic. And update them on them. Give them gifts. Diwali is coming. Holi is coming. New year is coming. Just make a gift rule. Get two names from every client, whether close or not. And if you've done a proper financial health checkup and presented them properly, they'll give you theirs. So simply say, sir, you'll benefit from this too. If your friends or relatives also secure their future and create a financial success blueprint, I'll give you their friends names. A financial success blueprint is a combination of income, expenses, planning goals and everything else you learn by attending my classes. If you're already a Diamond member, it's part of the diamond certification. You must be going through it and you will. So don't worry. Remember, one good meeting can generate two references. Don't forget the referrals. Get back to your clients quickly. Online ads. Online ads, meaning paid ads are tremendous. Mashallah Subhan Allah. It's mind blowing because initially it's scary. The money's been spent. No leads have come in. Bad leads have come in. This has come in. That has come in. And brother, after two or three months, it gives you amazing motivation. If you even put a mini ad online for 3,300 rupees per day on Facebook, Instagram. Let's not put it on YouTube, okay? You put it on Instagram for 100 rupees per day. Instagram has this feature where you can put it on for 100 rupees per day. Put it on a penpoint. Planning for your daughter's Canyudon. Will you beg in your old age? Something like this? Or will you keep taking loans for your children's future? Or will you build your children's future? Come, put it on our area on Instagram, on Facebook. You can even get 100 rupees per day on Instagram. Choose your arrears. Choose your age from 25 to 40 and it will give you one lead per day. At least one or two leads. You've got step number five. Now let me quickly explain it to you. Number one, digital prospecting. Posting videos on social media. Two, broadcasting on WhatsApp text messages and video messages. Number three, talking to one person daily about the financial success blueprint. That's it. Three, referral engine. Be sure to get a reference from every client after every meeting. And number five, posting online ads. So friends, if you follow these five steps daily, video, WhatsApp offline meetings, referrals and ads, you can get 10 new clients every day. If 10 come, you'll definitely have five meetings. If not five, you'll have three. And if you want me to explain this to you systematically and in detail, you can join my classes. And remember, when you work in classes, you live in classes. Okay? And remember, LED generation isn't a big problem. It's a very small problem. And if you learn it systematically in this way, all other problems will be solved. I will see you in the live class.
