Financial Advisors

When having lunch with a referral what are some talking points that you come prepared with?

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works at

Not really a talking point, but spend more time actually listening than talking

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likesmart
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☝🏻exactly

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Zero. What’s on your mind, mr referral?

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likesmart
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1) Info about your firm 2) Info about you personally and professionally 3) Your process and what sets you apart 4) Fee/commission structure 5) Expectations Then open it up and start the barrage of questions. Try to find commonality and zero in on hot button topics. Take notes when needed

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