Ep116: Mining Your Book of Business

As the owner of 20/20 Financial Advisers of Cardiff by the Sea, LLC, Stephen Ambrosini, along with his associates, provides investment and insurance related products and services to businesses and individuals through his registration with Private Client Services. Steve is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and fee based investment services to clients through his relationship with Prime Capital Wealth Management. He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed. Steve has taught classes and seminars on retirement planning, pension plans, disability, and life insurance. While living in Phoenix, Arizona, he was a frequent guest commentator on The Keith DeGreen Personal Finance Show on KFYI Radio from 1991-93. One of the original founders of 20/20 Financial Advisers, he was inducted in the UNIFI Hall of Fame in 2013. Listen to this insightful RIA episode with Stephen Ambrosini about mining your book of business. Here is what to expect on this week’s show: - Why it’s important to listen to and understand your clients’ needs before offering solutions. - How asking someone if they have an objection to your pitch allows you to guide the conversation based on their answer. - How orphaned accounts and house accounts offer warm prospects to engage with. - Why you should leverage organizations you have something in common with to connect with potential clients. - How you can generate referrals both organically and by proactively reaching out to satisfied clients. Connect with Stephen: Links Mentioned: https://www.2020fa.com/