You’re planning to attend a ritzy charity event. Here are five tips to help you prospect.
You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.
You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?
Your client is planning an elaborate wedding she hopes will erase any memories of previous, ill-considered, unions.
You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?
You’ve got a young client who doesn’t meet your asset minimum. Here’s how to gently tell him he’s too small, while keeping the door open so he comes back when he’s built his wealth.
You may choose to have an asset minimum for prospects as your business grows.
Once you see a client is satisfied, ask for a referral sincerely and respectfully. Do it face-to-face so you can read your client’s body language and sense of how comfortable they are with you.
Your client just lost her clothing design business, her sole source of income.
You’re advising a new couple and neither person is following your recommendations, straining your relationship—and probably theirs. You’ve spoken primarily with one spouse, but you suspect the partner is undermining your advice when they’re together at home. How do you handle it? By learning what’s important to each person.