Advisors Share: Favorite Icebreakers with Potential Clients

Talking to strangers is necessary when building your business — but quickly establishing a rapport with prospective clients is no easy feat. When the subject matter is money and finances, it’s even harder because those topics are so fraught with anxiety.

But to help you break the ice, we've collected another roundup of advisors' favorite tips and tricks to help prospective clients feel at ease. Click through to see best practices and anecdotes, or click here for a single-page version. -- Andrew Welsch & Maddy Perkins

It's never easy to talk to strangers, but establishing a swift rapport with prospective clients is vital for building your business. Advisors share their best tips for getting these conversations underway.

It's never easy to talk to strangers, but establishing a swift rapport with prospective clients is vital for building your business. Advisors share their best tips for getting these conversations underway.