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Ideal Prospects But Broke? (Distraction-Proof Advisor Idea Video #204)

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What do you do if someone seems to be an ideal client, except for little cash and few assets?

  1. If you really like someone and think they have great potential to eventually become an ideal client, but they don’t currently have much for you to manage, propose a way to make a relationship work for you both – establishing value for your work, while also giving them time to accumulate more assets to begin a mutually beneficial long-term relationship.

  2. Establish clear parameters for how such a relationship would work and get comfortable communicating the details to a prospect like this.

  3. No matter how much you like the person, if they overstep the defined boundaries for the relationship, remind them they need to come back into line with what you agreed upon to keep things working for you both.

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Paul Kingsman

Paul Kingsman

Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.

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