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three business professionals sharing lunch (Photo: Shutterstock)

“I would like to go over your personal finances someday.” That was a line that didn’t work for a financial advisor active in the community. Because he used it so often, it became a story friends told each other when the advisor’s name came up. The question highlights an obvious problem. You make friends with people who have the potential to become great clients. How do you initiate a conversation about business?

Bear in mind the other person already knows what you do for a living. The fact you haven’t pounced on them for business has earned you points. They know when they are being cultivated for business and appreciate your interest in sincere.They might be open to doing business but are going to wait until you ask.

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