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Anyone have the CTFA designation?
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Form a friendship and find common ties then play it slow. Listen to what they have to say, through casual conversation listen for their financial problems and then offer them your professional advice.
Agreed. Plus they should notice that you spend a lot of time thinking about these issues and that it’s part of you as a person at that point, which is a sales pitch in itself
Admit it’s a social setting and not the best time to get into it, so you’ll call them later that week.
Bowl Leader
Wouldn’t work.
Scenario was this: was asked to be a practice model for a beautician doing facials, the beautician was a C list celeb with her own tv show and a lot of revenue streams.
How would you ‘pitch’ both if she asked what you did for a living and also if she didn’t?