Question
In: Finance
as a financial advisor how do I reach the small business owner market? with what prospecting...
as a financial advisor how do I reach the small business owner market? with what prospecting techniques? how do you define expected results?
Solutions
Expert Solution
As a financial advisor who wants to reach out to the small business owners, one will have to highlight the fact that a small business owner needs a financial advisor at the first place. It is essential that the small business owners realize the importance of a financial advisor for themselves. The small business owners generally try to manage their finances by themselves only. So, some special kind of advantage has to be shown to the small business owners in order to convince them that hiring a financial advisor will only be useful to them. This can be done by:
- Firstly, identify the small business owners who are not having a financial advisor. One can start this by taking a survey of the small business owners in one’s vicinity.
- Secondly, the financial advisor has to assure the small business owners that the financial advisor will help them manage their business plan better.
- The financial advisor will provide the best service which will also be updated in technology from time to time.
- The financial advice should be personalized also.
- The value proposition and the USP of the financial advisor should be highlighted.
jeff jeffy answered 2 years agoRelated Solutions
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1. Without SBA loans, what can the small business owner do for finances? Give examples. 2....
1. Without SBA loans, what can the small business owner do for
finances? Give examples.
2. What can the employer do during the lockdown to keep
employees' attention and interest? Give examples.
3. How is the small business going to re-enter the market? Give
examples.
4. What are some strategies you might suggest to stay in
business? give examples
Note: all 4 questions require Example.
Thank you
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