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you are about to meet a high net-worth prospect, that has been referred to you...

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Finance

you are about to meet a high net-worth prospect, that has been referred to you by one of your satisfied client. Your objective is to establish a relationship with the goal of obtaining his financial planning business. This would include investments, insurance, RRSP funds and mortgage. You know that the prospect already has all of these items with Royal Bank. Your referral source has told you that the prospect can appear arrogant and impatient. He is known to turn down salespeople quickly. You are also aware that he is not happy with his current adviser. Which of the following attention-getters would you choose?

Explain your reasoning behind your choice.

a) "Mr Miller, I would like to show you how to get better return on your investments with lesser risk."

b) "Mr Miller thank you for meeting with me and providing an opportunity to explain the concept of sound financial planning."

c) "Mr Miller How would you like to double the rate of return in investments?"

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