The Brighthouse Financial Insights Panel

17: Prospecting With Your Clients’ Children


Listen Later

Establishing relationships with your clients’ children becomes important as your clients begin to plan their estates. Our experts talk about why advisors should make prospecting with the next generation a regular part of their jobs and how to navigate sensitive conversations about money with family members. Speaking in this episode are Grant McCracken, social anthropologist and author of “Culture and Consumption,” and Jeb Blount, prospecting expert and author of “Fanatical Prospecting.”
...more
View all episodesView all episodes
Download on the App Store

The Brighthouse Financial Insights PanelBy The Brighthouse Financial Insights Panel

  • 5
  • 5
  • 5
  • 5
  • 5

5

32 ratings