How to chat and mingle with clients
from American Funds
Advisors: Stop telling yourself you’re an introvert and “aren’t good at socializing.”
Concrete techniques can help you mingle with clients and connect with them.
Know how to prepare an efficient but memorable introduction and connect digitally, too.
Give a financial advisor a calculator — or spreadsheet — and they’ll feel right at home. But hand them a cocktail and toss them in a party with strangers, and some degree of uncertainty might set in. It’s natural, but doesn’t have to be that way. Some simple techniques can help advisors — even those who identify as introverts — turn any meeting into an opportunity to make new connections, says Susan RoAne, author of “How to Work a Room.”
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