5 Ways to Break Through the Prospecting Barrier to Generate Interest

How to Drum Up Business Without Being Salesy

You became a financial advisor to help people manage their finances, plan for their future, and achieve their financial goals, not to be a salesperson pushing products or services. But prospecting is part of the deal; you need to drum up business to grow your practice.

Where’s the balance? How do you wear that sales hat without being too salesy? How do you bring in business without pushing people away?

It’s all about being human.

Seems obvious, right? But when it comes to putting yourself out there to pique the interest of prospects, many get stuck on what to say, how to say it, and where to say it. Prospecting becomes a dreaded check-the-box activity, which can undermine the human connection of the interactions.

Read Five Ways to Break Through Prospecting Barriers to Generate Interest for invaluable insights that will help you crack the code of bringing in new business.

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