Everyone has heard disastrous stories about pickup lines. You are familiar with small talk. You have read about cocktail party conversation, although few of the parties you attend primarily feature cocktails. Let's call this skill using icebreakers to get conversation going. Most conversations get started with "Where do you live" and "What do you do?" Once those are out of the way, what's next? How can advisors probe to uncover shared interests? See the accompanying slideshow detailing two scenarios and 11 effective ways to engage prospective clients.
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Sponsored by Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC
Can Systematic Risk Be Reduced?