Jim Ruta, president, AdvisorCraft Media and Consulting, explains why qualifying prospects for fit with your style of business yields better results for both you and your clients. He runs through a checklist to help determine suitability between you and your prospective clients.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why prospects dramatically overestimate their abilities to choose financial advisors. He gives tips on how you can help direct prospects to decide in your favour.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that asking for a low-level commitment enables you to qualify prospects. Richards runs through pragmatic examples of questions for clients and prospects.
Jim Ruta, president, AdvisorCraft Media and Consulting, explains five pragmatic “sincerity screens” that will enable you to identify prospects with a real interest in your services.
The early struggles of a now successful advisor - and several academic studies - show how admitting to small mistakes can improve your credibility
A disciplined approach deepens relationships
You must be able to answer the question, “Why should I hire you?”
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how the law of scarcity can impact your interaction with prospects and increase your conversion rate.
You have only a short time to introduce yourself. Make sure you get it right
Do your research, then call your prospect at work