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The Success Trap and How To Escape It
Why is it that, as a financial advisor, even after you achieve success it’s still no bed of roses? The more clients we acquire, the less time we have to give them the attention they deserve (and need). The less time we have for anything, really, but it especially hurts the clients. After all those […]
The Top 4 Reasons Why Clients Don’t Refer Their Financial Advisor (And How To Eliminate Them)
There is much written for financial advisors regarding “what to do” to acquire Ideal Clients, but this piece will focus upon the four biggest reasons why clients don’t refer their financial advisor, and why Potential Ideal Clients choose not to work with a financial advisor. Let’s examine four repulsive traits which will lose Clients also […]
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