How to Build Trust and Gain Business in 180 Days A big portion of being a financial advisor is sales, whereby acquiring business is a contact sport and prospecting for new clients is the name of the game. From what I've gathered in terms of outside observations, as well as inside information, finding potential customers is without a doubt the most difficult and stressful aspect of the profession. Prospecting should be viewed more as a mindset …showed first 75 words of 632 total…

…showed last 75 words of 632 total…job to, in their minds at least, create a need by matching our services and his or her needs. This can be achieved by asking probing questions to learn more about what the prospect wants and then picking up on certain services that would be beneficial to the client. Following up and a proactive approach will be the key to earning repeat business. This entails open communication with the client before he calls in dissatisfaction.