7 Warning Signs That The Prospect Is Wrong For You
Quick Tips Videos & Sales & Marketing for Professional Services & Sales & Selling

7 Warning Signs That The Prospect Is Wrong For You

February 2, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

poor-prospectNo matter how hard you try to get it right, sometimes the prospect is wrong for you.  You are wasting your time and would be best to just cut your losses and move on quickly.  They are not a right fit for you, or you are not a right fit for them.


The problem we have is that often we don’t figure that out until we have wasted an enormous amount of time and effort – perhaps even persisting to the point where we did eventually bring them on as a client, only to find that they become the “client from hell”.


There are warning signs that the person you are trying to win as a client could potentially be a complete waste of time.  We simply need to be aware of what the warning signs are, and then if they start to tick a couple of boxes (or rather, get “crosses in boxes”) then you can apply a little test to help figure out whether they are genuine prospects who are perhaps just having a bad day, or whether the prospect is a probable future disappointment.


In this weeks quick video we work talk through what the warning signs are, and what you can do about it …


Watch the video to learn more…

You might also be interested in this related article:
12 Prospect Barriers WE Must Negate
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 316 other followers

Facebook: 2831, Twitter: 13061, LinkedIn: 689

Follow tonyvidler on

Comments (2)

Leave a Reply