Talking to strangers is necessary when building your business — but quickly establishing a rapport with prospective clients is no easy feat. When the subject matter is money and finances, it’s even harder because those topics are so fraught with anxiety.
But to help you break the ice, we've collected another
roundup of advisors' favorite tips and tricks to help prospective clients feel at ease. Click through to see best practices and anecdotes, or click here
for a single-page version. -- Andrew Welsch & Maddy Perkins