Most financial advisors say boring things when notifications come up about their first degree connections and that is why they fail to get attention. DO NOT behave like a financial advisor on social media when notifications come up. This video will teach you a technique to use with the people who are your first degree […]
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
