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What To Say To Prospects Concerned About Your Minimums


Prospects often express concern over the small size of their assets, but their apprehension is really about much more. If you don’t know how to respond, you’ll jeopardize the potential of doing any business with them.

  • Clarify attitude is more important than asset size.
  • Don’t rush to specifically comment on the size of their assets.
  • Explain that you provide clients the greatest value when they follow your advice, regardless of their asset size.

Related: Keeping Clients Focused on Long-Term Objectives

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