You're Not Logged In!

You need to log in to access this site, but you can JOIN NOW FOR FREE!

Join for Free or Find Out More

Client Acquisition

What is the 72 rule in wealth management? Client Acquisition for Financial Advisors

In this installment of a series on client acquisition for financial advisors, Mark Little emphasizes the importance of never missing opportunities to convert everyday conversations into potential business interactions. He shares his approach of engaging actively with non-clients, listening for subtle cues that could indicate a need for financial advice, and skillfully navigating these interactions to offer his services.

Responses

Your email address will not be published. Required fields are marked *

Report

Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .