Get face-to-face with clients

Many advisors have local clients. You don’t have to get on an airplane, but you still need to get moving! Local or not, get in your car, get on a bus, take a train, and meet face-to-face with every client and prospect. Why?

Because, according to a study by IHS Global Insight, “Now, more than ever, as businesses seek to operate more effectively and efficiently, they are competing on analytics in order to thrive and survive. Firms that understand the relationship between business travel investments and increases in sales and then act on that knowledge will be able to capitalize and reap significant rewards.”