13 Questions Advisors Should Prepare to Answer [Infographic]

by Mark Stewart

Updated September 23, 2023, at 3:16 PM

Today’s prospects and clients expect more from their financial professionals. They’re more curious. More informed. Even more demanding.

So when it comes to your events, webinars, and presentations, the more you’re prepared to answer pressing questions succinctly and directly, the better your chances are to impress prospects and put their minds at ease — opening the door for you to work with them.

This infographic highlights 13 of the big questions many prospects may want to know, so it’d be best to memorize your answers or record them in a short video to help land new business.

Want to keep this information handy? Download the here.
13 questions advisors should prepare to answer infographic

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