Close more prospects with more easily!

By exploring risk, rather than investment vehicles or firm philosophy with your prospects, you’ll do something many advisors forget to do: put the prospect first. When you approach the relationship as a guide, exploring the places they may be risking their financial future, and offering your insights and expertise on how to safeguard against the unexpected, you earn their trust and their business.

This list of the 22 Risks to explore are the topics of each of my Disturbing Tracts. Each represents an area where a prospect or client may be exposed, and it’s your job to make sure to reveal it to them and help them get protected.

Download the list today and start closing more prospects at the first appointment with these!