Winning new clients is key to growing a business, but quickly establishing a rapport with a stranger is no easy feat. Moving the conversation from silence to deep engagement is a challenge, and one that requires verve and skill on the part of advisors.

For new and prospective clients who might be ill at ease when discussing money and finances, some advisor may find that they need a few tricks up their sleeve.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access