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.
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The Oechsli Institute
Applied Insights Team