January 4, 2016 / by Don Connelly / Prospecting / 0 comments
If you want to achieve success as a financial advisor you need to have plenty of prospective clients in the pipeline. In an ideal world your appointment book should be full to bursting – giving you the opportunity to win enough new clients to keep your business thriving.
Getting appointments takes hard work and perseverance – so if your book is a little on the light side at the moment here are some things to consider.
Read more
What Does It Take to Turn a Prospect into a Client?
December 10, 2018 / by Don Connelly / Prospecting / 0 comments
If you’re booking plenty of appointments, that’s great news. But if you’re not consistently opening new accounts as a result, it’s a wasted effort. Read on to find out what you need to do to turn a prospect into a client.
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How to Make Sure Your Appointment Book Is Always Full
January 4, 2016 / by Don Connelly / Prospecting / 0 comments
If you want to achieve success as a financial advisor you need to have plenty of prospective clients in the pipeline. In an ideal world your appointment book should be full to bursting – giving you the opportunity to win enough new clients to keep your business thriving.
Getting appointments takes hard work and perseverance – so if your book is a little on the light side at the moment here are some things to consider.
Read more