I tell clients the process of converting a prospect is akin to a first date. Here’s what I mean.
Everyone wants to achieve a higher level of engagement with prospects and clients. What if I told you I could engage anyone almost instantly?
One of the most powerful areas of research is the role cortisol plays when attempting to convert a prospect into a client.
“Value” for most firms is no longer defined solely as investment management. Firms that recognize the changes in our industry and plan for them will survive and thrive.
Sincere, genuine listening is at the core of the Solin Process℠. In order to convert prospects into clients, it’s critical that you listen to them.
A critical tenet of the Solin Process℠ is this mantra: When you’re talking, you’re losing.