The field that I'm in is very competitive. Therefore, in my position as a wealth management advisor I'm always on the look out for new clients. With that in mind, I guess that it shouldn't surprise me that I actually met a prospect while washing my hands in the restroom of building where my office is located.
I couldn't believe it. Here I was talking about my division's wealth management capabilities to a potential million dollar client in the RESTROOM. The longer I'm in this field, the more I believe that just showing up, being presentable, friendly, and somewhat knowledgeable, goes a long way.
Here is what has happened since my chance meeting; I called the prospect, explained our capabilities, asked him about his current investment relationship, and set the appointment to introduce to our team. I wish it was always this easy. However, the sale hasn't been made yet.
No comments:
Post a Comment