Winning new clients in volatile markets

112 French Street,Wilmington DE 19801

29 June, 2022

Description

Too busy in a down market servicing existing clients to prospect for new business or ask for referrals. Think again? The most successful financial professionals add to their book of business in bear markets. Join us for a complementary briefing to learn: • How to use investor uncertainty to gain new business • Why people invest for their reasons, not yours or market forecasts • Failure at prospecting only happens if you fail to prospect • The art and science of getting solid referrals • Brainstorming real world situations