How can young advisors assure older prospective clients that they are qualified to offer financial advice? Here are some strategies to demonstrate that you have the skills and the support to serve these clients' needs appropriately
Jim Ruta, president, AdvisorCraft Media and Consulting, says the most common prospect networking mistake is targeting too many people. He explains how focus your efforts on prospects who will be a good fit, and are likely to become clients.
Jim Ruta, president, AdvisorCraft Media and Consulting, explains prospecting is not a separate activity, but an endeavour you need to work at consistently for best results. He gives eight tips on how to make your prospecting successful.