People’s nervous questions about the markets are a great opportunity for gentle prospecting.
Assure people that your clients are fine because they have a financial plan to keep them focused on the long term during this temporary turbulence.
Explain that the nervous people you’re hearing from are feeling that way because they don’t have a financial plan and they’re not hearing from their advisors.
Emphasize the peace of mind your clients have and how you enjoy helping allay others’ fears about the market circumstances.
