The financial advisor who just found out that the prospect manages his own portfolio should Ask if there’s a reason he hasn’t used an advisor in the past.
What should a financial advisor do?
The financial advisor should start by finding out if there is a reason why the prospect has never had a financial advisor.
This will help him decide how to proceed in terms of offering the prospect their services.
Find out more on financial advisors at https://brainly.com/question/22718634.
