I’ve had quite a few folks join this membership recently who are interested in developing relationships with business owners. As a general rule, the more specific you can be about the type of business owner you wish to serve, the easier the task becomes. Keep in mind that business owners are pummeled by advisors trying […]
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
