In this video I talk about the process of nurturing relationships with the active connections of your clients on LinkedIn to eventually lead to new clients. It’s hard to ask clients that tired old question, “If you know anybody who could use my services, please let me know.” It’s kind of like me asking you, […]
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
