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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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The AI-Powered Financial Advisor
Begins March 6, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP
February 24–26, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 24–27, 2025