10 Do's and Don'ts for Fall Prospecting

Fall has arrived, along with the height of hurricane season. The U.S. election is less than a month away. Yes, a lot is going on. A back-to-school mentality gets many people rolling up their sleeves and thinking, "It's time to get back to work." This includes paying attention to their personal finances. As such, financial professionals should remember that they are always on stage. If people know what you do, they are observing you and making judgments. The second part of being onstage is to get into your role and act the part. Every encounter could be an opportunity. Here are 10 do's and don'ts to make the most of these opportunities. Bryce Sanders, president of Perceptive Business Solutions Inc., provides high-net-worth client acquisition training for the financial services industry. His book, "Captivating the Wealthy Investor," is available on Amazon.