How to Contact Senior Advisors Prospects
I am a new to the business but not new to the industry. I just moved to a new city and joined an advisor. He gave me a list of some of his prospects who know (i believe they are mostly aquaintances) him. He wants me to try to bring some of the prospects over. I want to start calling on the list but I want to make sure I say the right things and dont ruin the oppurtunity. The problem I am having is how to try to set up a face to face meeting with the prospect. If i call and introduce myself and say I am part of XYZ Group thats great but where do I go from there? Any tips and advice would be much appreciated.
Ask the advisor why he wants to meet with the people.
Then, call and tell them.