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?

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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 1 year ago

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