How to Convert a Friend into a Client Without Being Creepy

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One of the common questions I get is how to convert a friend or acquaintance to a business prospect. Use this five-step process.

Prospect to friends with intelligence

Should you prospect to your friends? I ran this LinkedIn poll and a little less than a third of people saw it as a solid “yes”:

I can see why advisors may be apprehensive. Unfortunately, the chew-up-spit-out broker dealer and insurance training programs have poisoned 99% of advisor friendships.