Morgan Stanley Mock Interview
Excel in Morgan Stanley interviews with 30 questions covering markets, client scenarios, and financial analysis.
Question 8 of 30
This role with Morgan Stanley is very independent. How do you prospect for new customers?
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
The interviewer would like you to take them through your prospecting process. You'll want to exhibit that you are effective at the more solitary tasks of prospecting for new clients without burning out and that you are adaptable to switching gears to the more social aspect of interacting with and converting new clients.
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I have a few very effective techniques for prospecting for new customers. First, I ensure that all of my prospects are in my CRM so that I never skip a beat. I ask for referrals from all of my clients and make warm calls from that list. More passively, I write a lot of wealth management content and publish it on LinkedIn, positioning me as a thought leader and getting my name out there. I gain a lot of leads from this approach. Another highly effective prospecting technique has been attending networking events and joining my city's commerce board."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"As I build my business as a new financial advisor, it's important that I get my name out there through networking and getting to know people in my community. I volunteer and attend many commerce meetings, which exposes me to new people and potential clients. I do a lot of social media marketing in the form of educational posts, which starts conversations online with prospective customers I may not otherwise meet in person. I also spend time warm calling from my LinkedIn connections."
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