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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


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Never Stop prospecting

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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.

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