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How 8 Simple Questions Can Reveal Potential Clients

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Related: 12 Warning Signs That a Client Is a Bad Fit

We meet people at the time. We see them at parties. We sit next to them on commuter trains. They are beside you in the middle seat on the plane. You make polite conversation. What can you learn?

See the slideshow for some simple questions to draw new acquaintances out. Without prying too much, you can learn if your new acquaintance has the potential to become a new prospect.


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.