MORE TO EXPLORE
Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
Potential new clients are everywhere. Most people you know have the ability to either do business or refer someone. Push too hard and you turn people off. Get them to really like you and they sometimes go out of their way to find ways to help you. The first step is getting to know them better. You want them to open up. It helps to have a few useful expressions in reserve, just in case you run into these situations. Check out the gallery above.
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Sponsored by Silver Oak Securities Inc
The Advisor's Succession & Continuity Toolkit: A Guide to Building a Firm that Lasts

Sponsored by State Street Investment Management
Finding the Fairway: 9 Reasons Mid Caps Belong in Every Investor's Bag
