Financial advisors can prosper in their practice if they network with the right people or join the right groups to attract more clients, provided that they actually interact and then do the necessary follow-up work.

“I feel that you get out of it what you put into it,” says Claudia E. Mott, a planner at Epona Financial Solutions LLC in Basking Ridge, N.J.

“To be successful, you have to follow up with those who might be a good referral source,” she says. “Just meeting at breakfast every week isn’t going to help another professional get to the place where they know, like and trust you enough to refer you to someone.”


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