How To Steal Your Competitor's Clients

Think about it...What could be a better way to get your competitor's clients to meet with you than to invite them to your "social dinner event". From past experience, we've noticed that advisors get many seminar attendees who already have their investment portfolios with someone else. As a result, you'll have an invaluable opportunity to "steal away" your competitor's customers who may be unhappy with the service and performance they're experiencing.

The Dinner Seminar setting will allow you to show prospects the knowledge and experience that you have in the industry. Make reference to how other advisors may drop the ball or pay more attention to other newer clients. They will identify with that scenario if they are unhappy with their current advisor. Now you have their attention !!!!

 

NEXT