{ "media_type": "text", "post_content": "29 y.o. here — what do you say when a senior client says “i have a son/daughter your age” ...", "post_id": "5c4aa856f99bda2fb78412db", "reply_count": 8, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

29 y.o. here — what do you say when a senior client says “i have a son/daughter your age” ...

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Ask them if they have a financial advisor. You’d like to meet with them.

likesmart

Really, what is their name? Where do they live? What are they doing?.... always get to know about the family.... ignore the they are your age...

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Is your son/ daughter making 500k??? Lol don’t say that, but that’s what I think when they say that... which is terrible to think that way, like who am I

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That’s nice and then move it along

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"Part of how I grow my business is thru referral from friends and Family" duhhhh more business opportunity!

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Ask the senior clients to to tell you about their kids. Parents live talking up their kids. Could lead to a very meaningful conversation.

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“...umm, that’s great. That means if you stick with me, you’ll never have to do this again with another planner. And, at the same time, I’ll help to increase the inheritance that you’ll one day be passing along to your kids.”

It’s awkward but just smile and nod and then ask if they have an advisor

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