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How to chat and mingle with clients

from American Funds

Key takeaways
  • 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.” more


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