Prospecting: What Works and What Doesn't in 2020

Prospecting: What Works and What Doesn't in 2020

Cates talks about on what works and what will not work for financial professionals prospecting in 2020. What won't work includes hiding behind social media; knowing little to nothing about the prospect and ignoring decision influencers. What will work includes securing solid introductions; trad...

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Veröffentlicht in:Advisor Today 2020-01, p.38
1. Verfasser: Cates, Bill
Format: Artikel
Sprache:eng
Schlagworte:
Appointments & personnel changes
Decision making
Financial planners
Sales prospecting
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Beschreibung
Zusammenfassung:Cates talks about on what works and what will not work for financial professionals prospecting in 2020. What won't work includes hiding behind social media; knowing little to nothing about the prospect and ignoring decision influencers. What will work includes securing solid introductions; tradigital prospecting and solving the right problems.
ISSN:1529-823X