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Fifteen Advisor Prospecting Ideas That WorkFifteen Advisor Prospecting Ideas That Work

Prospecting is the most important part of selling.

IRIS

March 9, 2017

1 Min Read
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Effective prospecting ideas and techniques can be a lifesaver. Especially since prospecting is the number one challenge financial advisors face – they can’t seem to get in front of prospective clients.

I would argue that prospecting is also the most important part of selling. Nothing happens until somebody starts prospecting new customers. The most successful financial advisors are usually the ones who did the most prospecting… all throughout their careers. In this post, I want to discuss some financial advisor prospecting ideas that you can put into practice immediately. 

I’ve linked to quite a few articles throughout this post; to get the most out of it, make sure you read the linked resources. Bookmark them if you have to. They are there to give you a more detailed understanding of the various prospecting methods.

The Importance of Prospecting...

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About the Author

IRIS

Look around; everything has changed—and it will continue to change. Nothing new there. What is new are the people that can make you grow faster, more knowledgeable, efficient, better decision makers, and more effective employers and they are now at your fingertips—a digital workforce—for you to read, study and connect with. IRIS is a collection of vetted experts, in unique areas that offer information and services to make managing your business and interacting with your clients more impactful. We also offer a little candy that will help make your clients even stickier. We won’t bug you by trying to sell you things, provide editorials, or musings about who’s moved where—others do that very nicely. IRIS is not about the people behind it, it’s about all of the experts on the site sharing their knowledge and giving you something new and different to absorb and think about.  Pardon us if we’re a little disruptive along the way—after all, we do want your attention.