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a financial advisor cold calling lead a prospect mentions that he manages his own portfolio and hasn't used an advisor in the past what should the advisor do first
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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.

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