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?
Tag Archives | prospective client
Do you ever feel overwhelmed by all the little things that you have to get done for clients, prospective clients, team members, and friends? Reverse time-blocking is where you set aside time to work on the smaller but important items and you decide that is the only time that you will work on them.
What financial advisors and financial planners should say when a prospective client is not a good fit.
Here are three strategies to shift from a scarcity mindset to one of abundance.
How financial advisors and planners can communicate with clients during the COVID-19 pandemic and business shutdown. We share four action items and ways to group clients for targeted communication.