Atlanta: “I need more leads,” stated Taylor as we ended the webinar. A pause ensued and he continued, “That’s really my biggest issue. I need to figure out how I can get in front of more affluent prospects. ...
We’ve found that affluent clients leave advisors far more frequently for poor service than for poor financial advice. Don’t get us wrong – financial advice is the core of your business, but the...
When it comes to social media, advisors have a resounding question, “How do we actually use it and how do we get value from it?” We decided to answer this question in this week’s FastTrack for...
You might call it luck, but getting up early, being at a high-end fitness center, and being prepared with a strong value proposition landed an initial meeting with an excellent prospect.
The following are some common social media faux pas we’ve seen advisors make over the past few years. By reviewing these and inverting, we can learn from our mistakes and ensure we avoid them.
Fort Lauderdale: "You make it sound easy," moaned Bill. "When asked, I should be able to easily tell someone what I do, especially an affluent prospect. Heck, I've been through all the training and I’m on a big team."...
