Coming soon - Get a detailed view of why an account is flagged as spam!
view details

This post has been de-listed

It is no longer included in search results and normal feeds (front page, hot posts, subreddit posts, etc). It remains visible only via the author's post history.

6
How do you socialize / interact with clients or prospects?
Post Body

Will be working as an assistant to an advisor at a bank and ultimately want to be a CFP.

I'm in my earlier 20's.

Do you interact on a surface level or do you ask how's the family etc? What other go to questions tips/tricks to socialize with prospects/clients.

Also how do you interact with clients of different ages old vs middle age etc?

Author
Account Strength
100%
Account Age
4 years
Verified Email
Yes
Verified Flair
No
Total Karma
5,587
Link Karma
475
Comment Karma
5,037
Profile updated: 10 hours ago
Posts updated: 6 months ago

Subreddit

Post Details

We try to extract some basic information from the post title. This is not always successful or accurate, please use your best judgement and compare these values to the post title and body for confirmation.
Posted
1 year ago