Use a facilitator and be create a follow-up plan
Subtle tweaks can make your practice more senior-friendly
The title of this book may be a little ambitious, given its promises. But there is no doubt that Adri Miller-Heckman’s Seminars for the Financial Advisor: Build Your Business with Events and Create a Referral-Generating Machine can help you build your financial advisory practice if you follow the plan as outlined. Investment Executive has published […]
Avoid these mistakes when taking a client out for a round
Make sure both partners understand access
Working with both former spouses presents risks
Think of the conversation as an introduction, not a sales call
Regardless of the business, going above and beyond clients’ expectations by focusing on the human element will leave them wowed with the delivery of service they’re receiving
Here’s how you can impress new clients and make them feel at ease during the first client meeting
Preparing properly for a discovery interview can go a long way toward winning over prospects and referrals