Financial advisors, as an industry, have made a terrible reputation for themselves with the population at large. When someone rejects you over LinkedIn, it’s safe to say that it probably has less to do with them not wanting to do business with you and more to do with them being annoyed at the constant barrage […]
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
