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Even the most successful advisors were rookies once. Here's what it was like for a top producer in the early years—and how he parlayed a limited core of contacts into a broad, diverse social network and an extraordinarily lucrative practice.
Prospecting doesn't have to hinge on standard strategies like cold calling, hosting seminars, or asking for referrals. In fact, the best client relationships can result from a very different approach: community involvement and active cooperation.
It's no fun trying to strike up conversation with jaded or indifferent prospects. Here's how to minimize brush-offs and ensure that your conversations are rewarding—both for you and for your prospective customers.
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Social Security and Medicare Workshop
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May 12–15, 2025
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May 19–20, 2025