PROSPECT WITH
YOURSELF

Sometimes we forget to prospect with ourselves like our reps prospect with their 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 someone in my life who should have a financial plan in place (whether I know they do or not)? Could that person be a fit for a career conversation? or could I refer them to one of the Advisors in the office.

(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.)