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.
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Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” is available on Amazon.