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How To Handle An Initial Inquiry From A Prospect

How To Handle An Initial Inquiry From A Prospect

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Unless the initial inquiries from prospects are handled correctly, you will not have the opportunity to turn them into clients.

But few advisors give any thought to their initial-inquiry strategy. As a consequence, they lose opportunities to gather more AUM.

Here’s a jaw-dropping case of how two attorneys failed when I made an initial inquiry, followed by my recommendations for how advisors should handle similar situations.

My recent experience

I learn a lot from my own anecdotal experiences. Whenever I am in a sales situation, I am keenly aware of how it is being handled. I am frequently shocked at...