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Current Financial Markets Are a Great Opportunity for Gentle Prospecting


People’s nervous questions about the markets are a great opportunity for gentle prospecting.

  • Assure people that your clients are fine because they have a financial plan to keep them focused on the long term during this temporary turbulence.
  • Explain that the nervous people you’re hearing from are feeling that way because they don’t have a financial plan and they’re not hearing from their advisors.
  • Emphasize the peace of mind your clients have and how you enjoy helping allay others’ fears about the market circumstances.

Related: What to Say to Your Clients During Volatile Markets

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