7 Things to Say When Your Prospect Already Has an Advisor

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You might be chatting on the commuter train with a friend, talking with someone over drinks or have been introduced to a person who said: “I already have an advisor.”

They see the role as standardized. They have one barber. One auto mechanic. One accountant. They don’t see the need for more.

You are tempted to say: “But they aren’t as good as me. Ditch them. You are moving into the big leagues now.”

Obviously, this is not a productive answer! Instead, prompt them to open up about what they’re not getting from their current advisor. In the gallery are some phrases successful advisors in the field use to draw these prospects out.

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