The power of planning: A design for success
When I started in the financial services profession, I often struggled and failed. Out of every 10 clients I approached, only one would show interest. I was nervous whenever I...
Tag Archives: client meetings
Knowing when one-seat closing doesn’t work
One-seat closing is a technique some financial advisors use to close deals during a first meeting. While effective in some scenarios, such as when the client is ready to purchase...
Don’t get left behind in the digital transformation
Things are difficult now as many financial advisors and their clients experience a reduction in income. Yet we must not lose sight that we can prepare professionally and personally for...
