Now Available!

Never Stop Prospecting:
Why it’s always a good time to find new clients

Prospecting during a crisis can be a disaster waiting to happen because your motives can be perceived as insincere. To avoid this potential awkwardness, many advisors stop prospecting because it’s not worth the risk. And yet, top advisors add new clients during crises. The Oechsli Institute has developed 3 subtle prospecting strategies to acquire clients without coming off as too salesy.

Join Us to Learn How to:

  • Turn clients into crisis-time advocates
  • Generate crisis-related introductions
  • Prospect virtually through Centers of Influence

Featured Speaker:

Stephen Boswell

The Oechsli Institute

Hosted By:

Bill McManus

Managing Director
Applied Insights Team
Hartford Funds

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

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