Cold Call Financial Advisor

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By Jerome Clatworthy

Cold calling a financial advisor is intimidating, but it can be an effective way to find the right fit for your needs. It’s important to do your research and make sure you know what questions to ask before making the call. Make sure they have experience with clients in similar situations as yours, and also discuss their fees or commission structure. After all of this has been established, it’s time to set up a meeting so that you can decide if they are the right person for your financial planning needs!

Related resource: Cold Call Funny

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