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Most prospects will welcome your guidance, even in trying times. Learn three strategies to acquire clients without sounding salesy.

Why It’s Always a Good Time to Find New Clients

Prospecting during a crisis can be a disaster waiting to happen because your motives can be perceived as insincere. To avoid this potential awkwardness, many financial professionals stop prospecting because it’s not worth the risk. And yet, top financial professionals add new clients during crises. Oechsli has developed 3 subtle prospecting strategies to acquire clients without coming off as too salesy.

 

Learn How to:

  • Turn clients into crisis-time advocates
  • Generate crisis-related introductions
  • Prospect virtually through Centers of Influence

 

webcast icon

Webcast
Never Stop prospecting

Watch Replay

 

 

Resource icon Resources for Financial Professionals

Workbook

Content Resources for Crises

Presentation

Click here to order materials >

Next Steps

1 Download the workbook
2 In the workbook, complete the table on page 5 to create your client connection game plan.
3 Begin using the talking points on page 6 to identify your clients’ contacts you could help.
Related Resources

Deepening Relationships
2-Step Prospecting: Find Prospects by Helping Clients’ Anxious Friends
Get new clients by using talking points to uncover clients' anxious friends and family members
Grow Your Practice
How to Turn Clients Into Crisis-Time Advocates
Prospecting during a crisis requires a great deal of skill and finesse.
Grow Your Practice
Mastering Affluent Client Acquisition
Learn the specific skills and activities that top financial professionals use to excel with affluent clients
Practice Management
Mastering LinkedIn
Learn a step-by-step approach for leveraging LinkedIn to grow your business


Oechsli is not an affiliate or subsidiary of Hartford Funds.

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Hartford Funds
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