How to get someone to talk about their agent or advisor
Tactful questions can prompt revealing answers that let you know what they are looking for, possibly in a future client-advisor relationship.
By Bryce Sanders|December 14, 2020 at 01:24 PM
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Let’s assume part of your practice involves working with individuals. When you meet someone socially (which today could be onscreen or even through social media) the question “What do you do?” or “Tell me about your business” comes up early. It’s a standard icebreaker question.
The response you often get when you mention your occupation is “I already have an agent (or an advisor).” What now?
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