/ by Don Connelly / Best Practices / 0 comments
Every seasoned financial advisor has been there: You’re sitting across from a client, laying out a solid plan backed by clear data, sound projections, and solid logic. They’re nodding. They say, “Yes, that makes sense.”
The meeting ends on a high note. Then weeks go by… and nothing. No signatures. No changes. When you follow up, they’re still stuck on the same concerns.
Read more
Why Good Advice Gets Ignored (And What You Can Do About It)
/ by Don Connelly / Best Practices / 0 comments
Every seasoned financial advisor has been there: You’re sitting across from a client, laying out a solid plan backed by clear data, sound projections, and solid logic. They’re nodding. They say, “Yes, that makes sense.”
The meeting ends on a high note. Then weeks go by… and nothing. No signatures. No changes. When you follow up, they’re still stuck on the same concerns.
Read more