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Basic Networking Tips for Financial Advisors
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Antoinette Rodriguez, MBA
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Basic Networking Tips for Financial Advisors
1.
Basic Networking Tips For
Financial Advisors
2.
One of the
most profitable FA marketing methods Is In-Person Networking
3.
What Every Financial Advisor Should Know About
Basic Networking
4.
Shake Hands Properly Not
too hard and not too soft.
5.
Listen Carefully Recall why
you have two ears versus one mouth.
6.
Use Networking Time
Effectively Get there early and stay late.
7.
Share Prospect Hobbies
& Interests Get prior “intel” on what those interests are.
8.
Handwritten Notes Very soon
after the meeting.
9.
Use a Drip
Marketing Campaign To Keep In Touch Regularly
10.
No boring Elevator
Speeches Tuned out Prospects don’t become clients!
11.
Positive Body Language Relax
and Smile—Often!
12.
Focus on them Limit
self promotion
13.
Research Advance research is
invaluable.
14.
Strategize What you want
to accomplish beforehand.
15.
Long Run View HNW
relationships can take years to develop.
16.
Created by Antoinette Rodriguez, MBA Sales
and Marketing Consulting for Financial Advisors www.marfiadvisors.com
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