Few situations are as fraught with minefields as meeting with a couple who are interviewing you. Here’s the secret to effective communication with couples.
Recently, I’ve noted a new trend. Some advisors are extending their services to being “life coaches” to their clients.
Your prospect will make the decision whether or not hire you based on emotion, not facts. The more you “educate” the less likely you are to be retained.
Try this approach to convert a prospect and let me know how it works for you.
The perfect meeting with a prospect is one that maximizes the possibility of converting that prospect into a client. Here’s the ideal scenario.
Most advisors seek to cultivate “centers of influence” – repeat sources of referral business, such as accountants and lawyers.