How can your friends and family help attract new clients?

The best ideas are often the simplest. Often when financial advisers attend sales training they are shown a “simple 15 step process” or told “change everything you do everyday from this day forward.” When you get back to your desk and look at a stack of message slips it is difficult to make big changes in “the middle of the game”. Since the market is moving continuously, the game never ends. Here are four simple “one liners” you can use in social situations. They are easy strategies to implement. Establish yourself as the alternative Inertia keeps most people with their financial a...