Cold Calling Tips For Financial Advisors

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By Jerome Clatworthy

Cold calling is a great way for financial advisors to reach out to potential clients. But, it can be hard and intimidating at first! To make the process easier, here are some tips: First off, have a script that you feel comfortable with so you know what to say when making each call. Secondly, don’t be afraid of rejection – tell yourself that each “no” brings you closer to finding a “yes”. Finally, start small and build up as your confidence grows – even if it’s just one cold call per day at first!

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