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6. Not Asking for an Optimum Quantity of Cash
Prospecting includes artwork in addition to science. When you have an account minimal of $500,000 and your prospect has $600,000 with a competitor, if that individual turns into your shopper, somebody must get fired. When you have a $500,000 minimal and the prospect has $5,000,000, elevating $500,000 means taking a bit of bit away from just a few cash managers.
Mistake: Asking for an quantity so giant, it places the prospect in an uncomfortable scenario.
As an alternative: Learn the way a lot is invested and the place. Ask for an quantity giant sufficient to point out what you are able to do, however sufficiently small the prospect doesn’t want to noticeably disrupt present relationships.
Credit score: Shutterstock
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