As a coach to financial advisors for the past 20 years, one of the most common questions I’ve been asked is, “What’s the best way to introduce myself?” What I’m really being asked is, “How do I prospect effectively in social situations and make the biggest impact on the other person in a short period of time?”

Obviously, there are lots of ways to talk about what you do. Unfortunately, most of them aren’t terribly effective, and many actually turn people off.

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