A process for converting prospects in to clients based on evidence.
Your website is critical. Researchers found a significant increase in the number of clients researching financial advisors online over the past three years.
The next time you hear Cramer or a glib “analyst”, “strategist” or “technician”, confidently predict where the stock market is headed, ignore them and engage in tyromancy instead.
The trend towards passive shows no sign of lessening. The data in favor of it is robust.
Some financial advisors ask prospects to bring financial information to the first meeting, without understanding the burden imposed.
I’ve got a tip for you. It’s not a “hot” stock tip, but it’s worth heeding.