@eastonuniversity: How Financial Advisors Find New Clients How do financial advisors get new clients? Stop immediately pitching wealth management. And stop telling prospects their current advisor is BAD. They'll defend them. Instead: Identify a legitimate financial problem. Deliver a useful insight. Ask discovery questions. Understand what their money needs to accomplish. Offer a holistic review when appropriate. And here's the big one: If everything looks great? TELL THEM IT LOOKS GREAT. If you find gaps or opportunities? Tell them that too. Your prospecting conversation should create value even if they never become your client. That's how you stop sounding like another person trying to sell financial services and start becoming someone worth talking to. Matt Easton | Founder, Easton University Professional Sales Coaching EastonUniversity.com #FinancialAdvisor #FinancialAdvisorProspecting #WealthManagement #MattEaston #EastonUniversity
