How do you know a prospect would make a good client? How does the prospect know you are the advisor for them? To build a new relationship, a lot of important information needs to be exchanged.
You want to know if the prospect meets your asset minimum. The prospect wants to know that you will value the relationship. Eventually, you need to get them to commit. You need to get your points across without being pushy.
For many scenarios in the relationship-building process, scripts can be helpful. Here are 10 lines that can help you find prospects you click with, to make them feel important, and to sign them on as clients. You can change the words here as needed to make them comfortable for you.
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.