Once you get someone’s attention on LinkedIn or connect with them, here are some messages to use as follow up so that you can get a meeting with them and advance the prospect to the next step. Chit chat is great – but how do I get a meeting? Often I get this question: When […]
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
