When someone asks you to connect on LinkedIn, don’t assume you know the reason why. There may be valuable business opportunities waiting to be uncovered. Here’s what to say to these unexpected requests if you want to max out the value of every single relationship possible!
Practice Management
What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect
The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the “out” group and if so, what you should do.
August 24, 2017
