Raymond James Mock Interview
Practice 30 Raymond James interview questions covering financial planning, client relationships, and wealth management expertise.
Question 8 of 30
This role with Raymond James 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. Because this question is open-ended, it can be easy to go on and on about every small step that you take. The primary purpose is to show the interviewer that you keep yourself organized and have a well thought out approach to building your business. Keep your answer on track while bringing your process to life!
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 when it comes to prospecting for new customers. First, I make sure 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 a lot and attend many commerce meetings, which gives me exposure 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 that I may not otherwise meet in person. I also spend time warm calling from my LinkedIn connections."
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