We know “What do you do?” is a standard icebreaker question. If you answer “I am a financial advisor,” then you’ve likely had the experience of hearing “I already have a broker” before you have finished pronouncing the word “advisor.”
The prospect might even say, “I don’t need a broker.”
You think: “That sounds hostile. What did a financial advisor ever do to you?”
But what are they really saying? They might assume yours is a profession where each client needs only one provider. You have one person who cuts your hair. They might assume all “brokers” are the same, equating stock or bond salespeople with full-service financial advisors.
How might you respond? If someone says “I already have a broker,” it doesn’t necessarily mean “go away.” There are ways to proactively engage without giving them the hard sell.
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