Prospecting Tips for Financial Advisors
Practical suggestions for leveraging your existing client relationships and starting new ones.
When you’re a financial advisor, new clients are an incredibly valuable asset. If you’re looking to be successful in the long term, you need to constantly be on the lookout for ways to grow your database.
Print out these prospecting tips and hang them in your work space, to remind you of the power of connections.
WHAT’S INCLUDED:
Prospecting Tips for Financial Advisors
- Practical suggestions for leveraging your existing client relationships and starting new ones.
About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more