A financial advisor who struggled in delivering a presentation to attendees asks what went wrong. He finds out about some of the common problems advisors make when using PowerPoint to deliver their messages
Reach a bigger audience of clients and prospects with a professional-sounding audio program; it’s simple and inexpensive — and you probably already own most of the required technology
Successful prospecting by phone requires persistent effort
More email marketing tips
Avoid clutter, use graphics and be prepared
It all depends on the client
Advisor profiles
Asking better questions leads to deeper client relationships
Remaining open and receptive makes for deeper client relationships