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“So and so said such and such about you and recommended I reach out, I have an investment firm in town, would you be open to having coffee, I’d like to talk to you about the type of work we do.”
Ask what financial position they would like to be in in the next 20 years, ask them if they’re on track to do that now. If not, ask if I can show them how to get there, if so, maybe ask if I can them show them how to get there faster
I tell them we offer financial protection for their families. Sometimes they ask if I mean life insurance. Other times they ask what I mean by that and then I suggest we meet