Financial planners, for example, can say they are busy with new clients and then explain how they recently protected a client’s assets from taxes by creating a trust and how the action resulted in relatives of the client turning to the advisor for similar services.
Estimated reading time: 0 minutes, 27 seconds
Turn 'Throw Away' Questions Into Powerful Prospecting Opportunities
For financial planners, questions such as “How is business?” may prompt a canned response, but crafting an answer that emphasizes the value that advisors deliver can turn such situations into powerful prospecting opportunities. So reports WealthManagement.com.
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