How to manage financial management business

First, find the target customer. Some companies may provide lists and then screen them themselves, while others need to go to various platforms to find them themselves;

Finding target customers is a long and complicated process. It's not that the customer said "no need" and gave up. They should persist and try more.

After finding the target customers, introduce your own products. Don't think that your product is so good that customers will definitely need it. The most important thing for customers is how this thing can help me. At this time, it is necessary to prescribe the right medicine and give the customer what he needs.

After the preliminary work is done, you have to force the customer to pay the bill, and don't be afraid to force the customer to run away. Real intentional customers can't run away, so try more.