Before You Press Record By Adam Kornegay on August 25, 2021 in Discovery Are those few additional nuggets you might hear the second time around really worth doubling your meeting times and potentially alienating your clients and prospective clients? Continue Reading 0
What’s In A Name? By Adam Kornegay on August 19, 2021 in Messaging Financial advisors and planners can bring a similar feeling of control and confidence to their clients by naming their meetings, processes and more. Continue Reading 0
What Am I Going to Get? By Adam Kornegay on April 21, 2021 in Client Service, Segmentation Well-defined standards of care show everyone exactly what your clients will receive from your practice. Continue Reading 0
Not a Fit By Adam Kornegay on February 11, 2021 in Growth What financial advisors and financial planners should say when a prospective client is not a good fit. Continue Reading 0
Five Steps to Hold a Great Virtual Introductory Meeting By Adam Kornegay on July 21, 2020 in Introductory Conversation If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation. Continue Reading 0