According to a study published in the New England Journal of Medicine, there’s a direct correlation between the technical skill of the surgeon and fewer post operative complications. That’s not surprising.
If you want to convert more prospects into clients, focus on becoming more likable. I summarize the research correlating likability with sales in this article.
You want to prepare your clients by revisiting their investment policy statement, taking a hard look at their asset allocation and educating them about market volatility.
Leon Cooperman is one smart guy. According to a recent article in the New York Times, Mr. Cooperman was one of the “early standard bearers of the hedge fund industry.”
As a registered investment advisor, you extoll the virtue of your planning skills. You explain to prospects and clients the value of having a comprehensive wealth management plan.
Knowledge of how data is presented to you may be your best defense when evaluating the track record of active fund managers.