When financial advisors meet people socially, “What do you do?” often comes up early in the conversation. Many people you meet already work with a financial advisor — around a third of Americans have one.
If your new contact has an advisor, how should you proceed?
You can cultivate many people simultaneously, giving them the opportunity to learn about you at their own speed. But you want to ask for business instead of waiting for them to bring it up.
Here’s how to cultivate these prospects while remaining respectful of existing relationships.
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