Many financial advisors know people who could be great clients, yet they invest elsewhere.
These friends know what you do but have not approached you, so you gather up the courage and approach them. They put you off with expressions like “I don’t do business with friends.”
They still need guidance. How can you address the risk to friendship when you bring up the subject of business?
Here are eight ways to prospect with friends that do not make either of you uncomfortable.
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