FA Sales Tip #10: Make the Connection

Before you even consider talking about what you do and how you do it make sure you are connecting with your prospect or client.

This may seem obvious AND it's one of the first things to go out the window when you are busy and stressed (which most of us are). When we get busy or stressed we tend to go inward into survival mode versus showing up open, in service of others.

However, in order for someone to want to work with or refer you, they need to like you. Listen in for examples of how to connect in prospect and client meetings.