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Many advisors engaging in social networking do meet interesting, qualified people. But when it comes to bringing up business, they freeze. They fear jeopardizing the friendship. Here's a specific process that smoothly transitions people from contacts to prospects to clients.
You've heard it all before: Joining cultural organizations is a great way to mingle with wealthy prospects. You joined. Nothing happened. Why isn't this working?
The idea of social prospecting is great, but who has time to do it? The key is to make connections even during your most mundane social interactions—the person on the next StairMaster over just might be the small-business owner who is your next great client!
You’ve been “selling” to family and friends since you were a kid. Here’s how to work with those close in your life now that you’re a financial advisor.
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