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In your prospecting efforts, one of the most common objections you hear is "I have someone. It's taken care of." Successful advisors don't let this kind of roadblock discourage them.
Clients and prospects may question why they are paying you to ride the market down. Use these techniques to reassure clients that you are worth every penny.
Clients concerned about converting to separate accounts? Use these scripted answers to illustrate how doing so will lead to new investment opportunities at little to no new cost to them.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025