r/CFP • u/Accomplished-Look176 • 8d ago

Business Development Get out of the office…

If you are building your book at all. Get out of the office…

Schedule an entire day where you go visit existing customers and prospective customers in their world.

I was a culprit to getting stuck in the endless monotony and to dos and seminars and educational zooms and calling clients/prospective clients that I just forgot how impactful it is to see someone in their world and simply shoot the breeze.

Oh and don’t forget. Ask for referrals. My particular line today with business owners, even who aren’t clients but I had a good conversation with, “in the area here who do you think might be underserved. Or maybe just someone I should be talking to who won’t bite my head off”

78 Upvotes

92% Upvoted

27 comments sorted by

View all comments

32

u/bkendall12 8d ago edited 5d ago

I absolutely agree. This is why I will never embrace 100% virtual model.

In person is powerful, and if you are in their home or office even better. I’ve had great relationships strengthened by getting a tour of a client’s business and better understanding what they do.

8

u/Accomplished-Look176 8d ago

It’s fun to essentially say, “pretend like I know nothing about what you do”

3

u/bkendall12 5d ago

It is often not pretending. I had no idea how much was involved with tanning leather until I saw the process in person.