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We may be living in the digital age, but prospecting hasn’t changed as much as you may think. These principles for finding new clients have been valid for decades and they are still valuable today.
Making effective connections can fuel growth of your practice, leading to prospects and spreading awareness of the services you provide. Here are five guiding principles that can help you be more effective in making connections.
When you understand the reasons behind someone’s reluctance to give a referral and are prepared to handle it, you’ll stop fearing objections and look forward to them, because they present a way to move the process forward—not stop it in its tracks.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025