Prospecting

A simple 3 step guide to help you weave trust into your client, COI, and prospect relationships.

Don't take language for granted.

The benefits far outweigh the risks.

Abandon the misconception that “clicks” to your website or landing page views are the only worthwhile social media KPI.

Lured by everything from the potential for more assets to a passionate interest, for some advisors, sticking with the same one or two areas isn’t enough.

A critical viewpoint to help you decide what’s right for your business.

The goal is not the largest possible list, but the most engaged list.

Clients decide to trust their financial future with someone who offers them a personal and authentic connection.