Cold Calling As A Financial Advisor

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By Jerome Clatworthy

Cold calling can be a highly effective way for financial advisors to acquire new clients. It requires dedication and consistency, as well as the ability to think on your feet when talking with potential customers. Cold calling should always start with an introduction of yourself and what you do, followed by asking questions about their current investments and how you can help them reach their goals. Always ensure that you are polite but also assertive in order to make a lasting impression!

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