We work so hard to get in front of that next potential client, but what happens when we have to say “thank you, but no thank you” to a qualified prospect?In this episode of "The Complete Advisor," we talk with Jim Toddy about his experience handling a qualified prospect who turned out to not be a fit for his practice. We walk through how they met, what happened during the fact-finding meeting, and why Jim had to say “sorry, but no.” As a special bonus, Jim tells one of the greatest prospecting stories I have ever heard! Here’s a teaser: it involves a Dateline NBC hidden camera show and a prospect who really wants to buy an annuity. If this story doesn’t validate doing a proper fact-finding process, I don’t know what does!Key takeaways from this episode:- How to Deal with Challenging Prospects.- The Importance of Setting Realistic Expectations.- The Importance of Recognizing Red Flags.Pull up a seat and take a listen!----- ----- -----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.

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