prospecting

3 Focus Points for Great Referrals (Distraction-Proof Advisor Idea Video #93)

Often advisors focus on a formula for requesting referrals rather than their own approach. Here's a better way...

After a great prospect meeting, what should you do when prospects go quiet?

Save your valuable time for clients who want to follow your advice.

How do you easily and effectively communicate what you do and how you help?

Motivate prospects to start with you now.

Let your prospects see what working with you will be like.

Avoid that awkwardness when your prospects say they want to "think about it."

Use these simple tips to establish and grow valuable relationships with Centers of Influence to have them recommend you to their best clients.

Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers.

How do you gain prospects' confidence when you don't have a long-term track record to point to?