Providing value BEFORE you ask people to invest with you is by far the most effective way to bring in new clients. The good news is that it costs you nothing to provide that value. Your value is your expertise.
Create and use a lead magnet to attract people to you and what you offer. A lead magnet is a piece of content that could be a book, article, white paper, video, etc. You give it to people in exchange for their contact information and permission to drip or contact them.
You can offer your lead magnet on your website, business card, email signature, and as a brochure as well.
People are hesitant to meet with someone about their finances because they are afraid of getting a hard sell. By providing great information for free with a lead magnet, you have gone a long way towards building the trust that will get them to meet with you.
Here’s a great article to get you started:
https://blog.hubspot.com/marketing/creating-lead-generation-offers-from-blogs