Connect with:
Thursday, September 16, 2021

How Financial Advisors Can Turn a Cold Call Into a Discussion of Value

How financial advisors can turn a cold call into a discussion of value

Webinar from 10th of May 2018, showing how Prospect of Wealth allows you to find High Net worth individuals in your area and reach out to them with a dialog about the Risk of their 401k using advanced Stress Testing from RiXtrema. Then be able to use Finametrica to assess the individual Risk Tolerance. Creating a discussion about their investment options of their 401k in relationship to their risk tolerance rather than just another cold call.




It’s nice to meet you.

Sign up to receive awesome content in your inbox, every month.

We don’t spam! Read our privacy policy for more info.

%d bloggers like this: