Imagine yourself in this scenario: You've been in the business for a few years and you're successful. You own a great car, live in a nice neighborhood and take good vacations. You know plenty of people. They are friendly and genuinely like you. However, you rarely have been approached by any of these people to do business. What is holding them back? What can you do about it? There are logical reasons why friends aren't becoming clients yet. Some should be easy to address. Others should be avoided, if possible.
© 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