Prospecting

Get business while having fun

These tips let you have fun and prospect simultaneously.

By Bryce Sanders |October 5, 2012

4 min read

3 questions clients will ask you

Prospecting is important for any advisor trying to grow his book. So, think of meeting a new client like you’re going to a job interview. Be prepared to prove yourself and demonstrate the value you can add. Here are a few questions clients may ask you, notes Financial Planning. Read: How prospects are finding you […]

By Wire services |October 5, 2012

1 min read