• Account Access
  • Contact Us

    Pre-Sales Support
    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Drive New Business by Focusing on the Type of Client You Serve Best

Growth Connections

The lifeblood of a thriving practice is bringing in new relationships—not just more relationships, but quality relationships. Learn insights from Red Rock Strategic Partners about how to grow your practice by attracting the right type of client.



  • How to profile the type of client that you serve best: where those clients come from, where they exist, and what their needs are
  • Three specific strategies that are time- and cost-effective and for sourcing new clients:
  1. Build a pipeline of 75 referrals by leveraging existing relationships 
  2. Connect with centers of influence that provide access to groups of clients you want to reach
  3. Create a niche focus
  • How to define your value proposition that differentiates you from the competition

Next Steps

  1. Download or order the workbook below
  2. Work through workbook pages 4-6 to identify the type of client you serve best
  3. Download the “Fillable Top 25 Connection Dashboard” worksheet at the top right on this page and follow the instructions on this worksheet


More practice management insights:

Affluent Client Acquisition

Red Rock Strategic Partners is not an affiliate or subsidiary of Hartford Funds.