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The Ten Commandments of Post-Pandemic Prospecting

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Related: The Ten Commandments of Prospecting: 2020 Edition

The world is reopening, but not as fast as we had hoped. If you have a clientele that is utilizing asset-based pricing or managed money, working from home hasn’t affected you as much as people in other industries. You might be having a great year. 

Albert Einstein told us, “In the midst of every crisis lies great opportunity.” You are being proactive. You are looking for investment opportunities for clients that might also be suitable for their friends. You are seeking to identify people who haven’t gotten the attention they deserve and position yourself as their next advisor. 

It’s time to move prospecting to the top of your daily “to-do” list. Once you think things through, you will likely conclude, “It’s the same, but it’s different.” Time for another list of ten commandments.

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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,” is available on Amazon.