At this time my qualifier for prospects is: Do they prospect have old 401k or existing account with advisor. How do I create a sense of urgency so that they'll meet with me?

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Posting as :
works at
You are currently posting as works at

Learn to ask for what you want:"Can we set a time to meet during the day in the next two weeks?"

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Tell them they are likely paying high fees (but don't tell them that you hope to put them in something more expensive).

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Don't ask for what you want. Dictate it."This sounds like a serious issue. Let's sit down and have a conversation about it, either at THIS time or THAT time."Believe me, people will say... "uh, okay."

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ADVISOR FUEL - BEWARE OF THEM

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