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Clients who own a business need an exit strategy -- as their advisor, here are 6 approaches you could present.
These strategies won't ring the cash register immediately. Perhaps never. Or they may create a path by which people will find you.
Different businesses have different needs. This gives you many opportunities to help.
You may not have attended college at the same time, but if you went to the same one, that's a great start.
Most groups or associations have committees -- and one of the committees on the revenue side likely has a problem. Here's where you can help.
Someone you know has the potential to connect you with a person who might become a great client.
Advisors often join trade groups in their own industry, where they're surrounded by their peers, all seeking clients. Here's a different approach.
Finding new prospects often involves a little creative thinking.
Many Americans are unprepared for retirement. Hopefully you don't have too many in your practice. The problem is similar to the guy who jumped…
In some of these situations, you will pay; in others, it's polite for a friend or client to pay. Here's what to do in 16 situations.