Mark Little highlights the importance of client conversion skills for financial advisors, detailing five of the 15 essential elements for effective client engagement. These include starting meetings promptly with focus, creating an emotionally charged experience, ensuring the meeting is inherently valuable, charging for initial interviews to reflect their worth, and requiring both spouses to attend meetings to maximize effectiveness.
You're Not Logged In!
You need to log in to access this site, but you can JOIN NOW FOR FREE!
Responses