Wealthcasts

Kickstarting Your Client Base

A discussion about how estate planners can find clients who are predisposed, pre-motivated and prequalified.

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Estate planners face unique challenges when looking for prospective clients in that not only must they tackle all of the new client obstacles that other advisors do, but they must also reckon with issues of motivation. There’s no escaping the fact that estate planners force clients to deal with death and family issues head on, and those scary realities can create uncomfortable situations and doubt in even the steeliest individuals. Here are some ways estate planners can find clients who are predisposed, pre-motivated and prequalified.

Listen to Episode 1 of the podcast

TAGS: Prospecting
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