Use a survey to engage people through LinkedIn messenger who are cold connections and have not yet responded to anything you have done. It may seem like a weird thing to do – to send a survey – but if you don’t find out what is on the person’s mind then chances are you are […]
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
