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

11 Prospecting Mistakes to Avoid

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

Sales is not an easy profession. If it were, everyone would be doing it.  

When you look at experienced and successful people in the office, you might think, “They had it easy” or “Things were different when they got started.” Everyone must build up a clientele, and that takes lots of effort.  

Every firm has a sales process. The number of steps might differ, but they all start with a name at one end and a new client at the other. The stages in between the name and client mileposts are when the name turns into a prospect. 

Learn to avoid the common mistakes leading to lost business. Here are 11 potential pitfalls.