In the question period after a webinar I did yesterday for the U.S. advisor site Horsesmouth, one advisor asked about engaging prospects in conversation.”I’m not a natural salesperson and don’t feel comfortable talking to people I don’t know” he said. “How do you suggest I break the ice when I meet someone new?”
There are three keys to networking effectively when you’re in a setting where you’re meeting new people.
Earlier this year, I conducted a series of workshops sponsored in part by Mackenzie Financial.
Recently, a Mackenzie wholesaler emailed me with a question from an advisor, curious if I had any ideas on how to initiate referrals targeting million dollar plus clients.
As you move up the high net worth ladder, confidentiality becomes a bigger and bigger concern – and anything resembling a traditional mass market approach to referrals simply doesn’t work and in fact can harm the relationship.
Anything in any way beautiful derives its beauty from itself and asks nothing beyond itself. Praise is no part of it, for nothing is made worse or better by praise. — Marcus Aurelius
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Stay on top of the latest headlines from the Wall Street Journal Online.
WSJ What's News Midday Edition, March 16, 2010by The Wall Street Journal 16 Mar 2010 at 12:04pm
Housing starts were down by 5.9% in February, amid severe winter weather in parts of the country. Tiger Woods said he will return to professional golf at the Masters Tournament.
Jeffrey Saut Daily Audio Comment Raymond James
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In the question period after a webinar I did yesterday for the U.S. advisor site Horsesmouth, one advisor asked about engaging prospects in conversation.”I’m not a natural salesperson and don’t feel comfortable talking to people I don’t know” he said. “How do you suggest I break the ice when I meet someone new?”
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