Misconceptions — such as believing your audience is not online — can prevent you from reaching prospects
As clients are looking for immediate answers, more advisors are going mobile
Rather than taking offence, say “thanks” and address the issue
Using the names of new acquaintances is key to developing rapport
Use images and other senses to make stronger connections in your brain
Advisors' complaints about their back offices remained the same as in previous years. Most notably, advisors cited overworked staff, delayed response times and multiple processing errors. Only a few firms have found the recipe for success
Advisors are taking home less in pay this year, but many still lauded their firms for maintaining fair payout structures
Staying in touch creates relationship momentum
It’s not enough just to show up. You have to get involved
Choose events that are attended by members of your target market