How to increase your audience and your prospect pipeline
Demonstrate your expertise, and focus on networking — not selling
Four questions to help you define your ideal target market
Reluctant to make recommendations to prospects for fear your suggestions will be used as "free advice"? You can have fruitful introductory meetings without revealing too much
Check with compliance and list relevant skills
Be patient and know when to ask for an introduction
Making a good impression helps ensure you will see that prospect again
Popularity online is good, but you must transform those relationships into something concrete
If you are new to the business, your toughest challenge will be cultivating prospects and converting them to clients. The good news is that there are many potential clients out there looking for financial advice
Clients are often misinformed about the real financial risks of retirement. This provides an opportunity to gain new clients by informing prospects of the truth about their biggest risks