Financially Savvy Clients 

Think about your top five financially savvy clients. Should they be introduced to this career?

Traits they have that would translate well into a career as a Financial Advisor:

  1. Discipline

  2. Place high value on money

  3. Understanding of how saving early can help you sleep easier at night

Search your client list for the following criteria:

  • Age 28-35

  • $10,000 + in cash value

  • $100,000+ in overall retirement savings

Language in the next client review or a phone call:

β€œHey Jane, we have gotten to know each other over the past few years and I have always been impressed with the value you place on finances/saving. We are always looking for a few talented, professional individuals who have those same values. Have you ever thought about doing what I do?”