Intro to Client Prospecting

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Prospecting is the lifeblood of a financial advisory practice. This course introduces simple, ethical methods for building your initial client list and starting meaningful conversations about financial planning.

What You'll Learn

  • Where new advisors typically find their first clients
  • How to start a conversation about financial planning
  • The importance of needs-based, not product-based, selling
  • Setting realistic early-stage activity goals