/ by Don Connelly / Don Guest Authoring at..., Managing the Relationship / 0 comments
What determines your value is not up to you to decide. It is left for the client to decide. And that decision is a lot simpler than you might think.
When selecting an Advisor, three things are of value to a prospective client.
That person must like the Advisor, that person must trust the Advisor and that person must think the Advisor is smart. There is very little else to factor in initially.
Prospective clients generally are not looking for more information.
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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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How Much Value Do You Bring as a Financial Advisor?
/ by Don Connelly / Don Guest Authoring at..., Managing the Relationship / 0 comments
What determines your value is not up to you to decide. It is left for the client to decide. And that decision is a lot simpler than you might think.
When selecting an Advisor, three things are of value to a prospective client.
That person must like the Advisor, that person must trust the Advisor and that person must think the Advisor is smart. There is very little else to factor in initially.
Prospective clients generally are not looking for more information.
Read more