What's the advisor's biggest challenge? I think it's getting the client to take action based on your timetable. They either think there's no sense of urgency, or other priorities are competing for their attention. Psychologically, Labor Day creates a "let's get back to work" mindset. Summer is over. The children are headed back to school. We have turned the page. Let's get this working to your advantage. Let's look at several conversations you and your clients can have in early September. These should work for prospects, too. Everyone seems energized after Labor Day. Don't let this opportunity pass you by. — Related on ThinkAdvisor:
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
Sponsored by Axos Advisor Services
Integrated Banking Solutions: How To Enhance Client Services and Grow Your Business
Sponsored by Optifino
Three Macro Trends Impacting Long-Term Care: Trends, Solutions & Client Conversations
Sponsored by Vanilla
The Missing Piece: Why Advisors Who Skip Estate Planning are Failing Their Clients