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Lim Yee Von
Lim Yee Von
in Annual Meeting; Global ConferenceSep 10, 2020

Getting referrals through virtual prospecting

Prospecting in traditional ways has been widely used by financial planners around the world. Prospects are getting resistant to these similar approaches, to the point where it is difficult to even get a prospect in for an appointment, especially high-net-worth prospects. Lim Yee Von illustrates a new way of prospecting that will not only get you appointments from your prospect easily, but also attract prospects to open up to your financial advice.
Prospecting
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Author(s):

Lim Yee Von