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 I am […]
Practice Management
Is it Okay for Financial Advisors to Cry in Front of Clients?
I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.
June 8, 2018
