/ by Don Connelly / Managing the Relationship / 0 comments
When mom and dad sit down with you for the first time, they want to get to know you. They want to do business with someone they like and trust and someone who is making the right suggestions. They don’t want to do business with the Mr. or Ms. Financial Advisor you. They want to do business with the real you.
Watch this video episode or read the transcript below to learn what people want to know when making the decision to work with you or move on.
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Three Decisions People Make When Choosing an Advisor
/ by Don Connelly / Managing the Relationship / 0 comments
When mom and dad sit down with you for the first time, they want to get to know you. They want to do business with someone they like and trust and someone who is making the right suggestions. They don’t want to do business with the Mr. or Ms. Financial Advisor you. They want to do business with the real you.
Watch this video episode or read the transcript below to learn what people want to know when making the decision to work with you or move on.
Read more
How Do Clients Choose a Financial Advisor?
/ by Don Connelly / Managing the Relationship / 0 comments
If you don’t know what’s going on in a client’s mind when they’re choosing a financial advisor, you won’t be able to present yourself in a way that meets their needs. And you won’t get selected.
So let’s take a look at some of the things likely to be on a client’s mind when they’re looking for an advisor…
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