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:

“Hey 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?”

—This document and the information in it are provided for Northwestern Mutual Recruiters and Leadership Teams and may not be distributed to any other organization or used for any other purpose without written consent from Claire Myers Consulting.—