Prospecting

They may not think of themselves as wealthy, but government employees can often approach their financial planning as if they are, thanks to an attractive collection of benefits. 

It’s hard to develop a strong personal bond with a prospect over videoconferencing.

These verbiage mistakes can kill your positioning, make you seem pushy or showcase a sales-first mentality.

This pandemic has created a window of opportunity for financial advisors to become the “go-to” person among their clients, prospects, COI and everyone in their orbit. Here's how.

There are right and wrong ways to answer when a prospect says, "Let me think about it."

As financial advisors adjust to remote working and navigating clients through the tough environment, some have put prospecting on the back burner.