Visit the website of just about any financial advisor and you’ll probably encounter wording that tries to explain why that advisor and firm are “different”
Use This Super-Simple Technique to Get New Clients For successful financial advisors, what percentage of new clients do you think comes from client referrals? 5%
Use This Simple Approach to Turn Friends into Clients When building your practice, some of your best prospects are likely to be people you know
When building your practice, your best prospects are people you already know. They’re far more receptive to your message than someone you cold call. But
How to Build Client Relationships That Foster Long-Term Loyalty Good communication builds trust and inspires loyalty. Can that be accomplished with only e-mail? In today’s
Developing a top advisor mindset is an important strategy in elevating your practice. The right attitude and approach is imperative to success. Top advisors share
Which One Makes the Best Financial Advisor? The financial services industry has changed. In the 1980s and 1990s, it was product-oriented, and salesmanship was a
Which financial advisor do you think is more successful in the example below? Karen welcomes all types of clients to her practice. John specializes in
How many client relationships is optimum for an elite financial advisor? a) 1,000 b) 500 c) 100 If you guessed 1,000 or 500, you may