{"id":1661,"date":"2018-08-30T13:06:24","date_gmt":"2018-08-30T18:06:24","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=1661"},"modified":"2020-09-19T13:22:28","modified_gmt":"2020-09-19T18:22:28","slug":"how-financial-advisors-can-turn-a-cold-call-into-a-discussion-of-value","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/how-financial-advisors-can-turn-a-cold-call-into-a-discussion-of-value\/","title":{"rendered":"How Financial Advisors Can Turn a Cold Call Into a Discussion of Value"},"content":{"rendered":"\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<p style=\"text-align: justify;\"><span style=\"color: #000000;\">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.<\/span><\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/269025020\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/rixtrema.net\/pow\/requestdemo?source=blog\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1504 size-full\" src=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/Prospects-of-Wealth-Medium-Banner.png\" alt=\"\" width=\"800\" height=\"200\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/Prospects-of-Wealth-Medium-Banner.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/Prospects-of-Wealth-Medium-Banner-300x75.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/Prospects-of-Wealth-Medium-Banner-768x192.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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<\/p>\n","protected":false},"author":3,"featured_media":7042,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[173],"tags":[222],"class_list":["post-1661","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to","tag-prosecting"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/How-financial-advisors-can-turn-a-cold-call-into-a-discussion-of-value-min.png","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How financial advisors can turn a cold call into a discussion of value<\/title>\n<meta name=\"description\" content=\"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\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/how-financial-advisors-can-turn-a-cold-call-into-a-discussion-of-value\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How financial advisors can turn a cold call into a discussion of value\" \/>\n<meta property=\"og:description\" content=\"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\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/how-financial-advisors-can-turn-a-cold-call-into-a-discussion-of-value\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-08-30T18:06:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-09-19T18:22:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/How-financial-advisors-can-turn-a-cold-call-into-a-discussion-of-value-min.png\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1661","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=1661"}],"version-history":[{"count":4,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1661\/revisions"}],"predecessor-version":[{"id":7044,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1661\/revisions\/7044"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/7042"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=1661"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=1661"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=1661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}