There are a number of ways that financial advisors can get their first clients. Some common methods include: Cold calling. This is a numbers game, but it can be effective if you are persistent. Networking. Attend industry events, meet with potential clients, and get your name out there. Providing free consultations. This is a great way to show potential clients what you can do and why they should choose you. Online marketing. Create a website, blog, and social media presence to reach potential clients.