When you set up a meeting with a cold prospect, someone who was referred to you, or even a center of influence, it’s a good idea to send them some questions to answer prior to the meeting. Sending out a questionnaire prior to a meeting accomplishes a few very important things. It reflects a 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
