Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

15 Phrases That Win Clients and Prospects Over

X
Your article was successfully shared with the contacts you provided.

(Related: 15 Things Never to Say to Clients or Prospects)

We want to win prospects over. Let them know we understand their concerns. Position ourselves on the same side of the table. It’s good to have handy expressions to make a point or prompt more questions, getting a conversation going. Here are a few that might help.

— Related on ThinkAdvisor:


Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” can be found on Amazon.