Potential Client List
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When meeting with a Branch Manager for a position, what is the best way to present your potential client list?
For example,
Quantity or quality? (whats a good amount of clients)
How should the list be set up? (name & net worth)
Your potential client list is no better than the phone book.
It doesn't really matter how you present it. It is all smoke and mirrors until you close a sale.
The best thing is to impress upon the manager that you are willing to work hard and develop a referral network. Let him know which potential clients you have the most influence with and which ones have the most influence in their communities. High net worth doesn't mean a thing if you have no influence over them and/or if they are a hermit and have no influence over other HNW folks.
[quote=menotellname]
Your potential client list is no better than the phone book.
It doesn't really matter how you present it. It is all smoke and mirrors until you close a sale.
The best thing is to impress upon the manager that you are willing to work hard and develop a referral network. Let him know which potential clients you have the most influence with and which ones have the most influence in their communities. High net worth doesn't mean a thing if you have no influence over them and/or if they are a hermit and have no influence over other HNW folks.
[/quote]
I agree. And a good way to present all that information is by creating a business plan.