Don’t make this more complicated than it needs to be. You need a process to get people into your pipeline and get meetings with them. However you don’t want to spend all day doing it. Keep the process simple and streamlined and use these 5 steps. Step #1: Revise LI profile. See Vid #7. Step […]
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
