July 22, 2019 / by Don Connelly / Best Practices / 0 comments
When people choose a financial advisor, they’re looking for someone who’s not only qualified but someone they can trust. Without these attributes you won’t get hired. But in this crowded industry – one that’s projected to grow 15% more by 2026 – it will help if you understand other factors people may consider important in a prospective advisor.
Here are a few things to remember as important to people who pick a financial advisor.
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How People Pick a Financial Advisor
July 22, 2019 / by Don Connelly / Best Practices / 0 comments
When people choose a financial advisor, they’re looking for someone who’s not only qualified but someone they can trust. Without these attributes you won’t get hired. But in this crowded industry – one that’s projected to grow 15% more by 2026 – it will help if you understand other factors people may consider important in a prospective advisor.
Here are a few things to remember as important to people who pick a financial advisor.
Read more
5 Reasons Why Clients Might Not Want to Refer You
July 8, 2019 / by Don Connelly / Managing the Relationship, Prospecting / 0 comments
The best way to gather new clients is via referral, especially since many wealthier investors find their financial advisors this way. If you are failing to acquire referrals, you need to address this issue as a matter of importance. Lack of success invariably boils down to a number of reasons – in particular an inability to get along with people.
Here are 5 reasons that could explain why clients aren’t lining up to refer you.
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