Building relationships with Centers of Influence such as attorneys and CPAs can be a wonderful way for financial advisors and planners to receive referrals. Here are six mistakes you should avoid when engaging with COIs.
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If someone asked you to describe your clients (particularly your ideal clients), how would you respond? There are three ways to describe your clients: Internal Description, Prospect-Focused, Referral-Focused.
If you communicate effectively and demonstrate that you understand your prospective clients’ particular questions and concerns, you’ll create a much stronger connection with them than if you had simply provided a list of services.
While I believe that blockchain brings great benefits to our economy by increasing trust and transparency, cryptocurrency itself lacks two of three critical items for success.
People want to work with an expert. But you can’t possibly be an expert at everything. So what can you do?
For financial advisors, financial planners, and other professionals, your clients and prospective clients are always drawn to pictures of you and your team. Do your photos capture the essence of who you are?
Do you make it easy for someone to become your client, and is it obvious that you and your team care as much about them as people as you care about their money?
Financial advisors and planners can bring a similar feeling of control and confidence to their clients by naming their meetings, processes and more.
Deciding to do something yourself instead of hiring someone to do something for you is a function of your time, interest, and ability measured against the cost of having someone do it for you.
Clients want to have a solid basis for trusting you; they want to know what you stand for. Start with what you believe. Then briefly explain why you believe it and how it impacts what you do.