Prospect with Yourself

Sometimes we forget to prospect with ourselves like we prospect with our clients. Take a moment this week to ask yourself some of these questions?

  • Who is one person outside of our industry that you would trust to be your financial advisor?

  • Who is a person in your life that is a totally awesome person in a not so awesome job?

  • Who do you go to for restaurant and movie recommendations?

  • Who fits the ideal candidate profile perfectly who I am too nervous to call?

  • Who is a prospect I have been trying to make a client? Are they a fit for the rep career? Could I approach them that way vs. only for business?