Advisors will need to become more aggressive to attract clients from other advisors
Building trust can take years
Adapt to their way of thinking and address their individuality
They’re tough to win over, but intensely loyal
An inexpensive, easy way to reach more clients and prospects
Even if you hate elevator pitches, crafting one can help your business
Pay attention to the differences among boomers, generation Xers and millennials when prospecting or working with clients
Look to your current clients and do a judicious review to determine whom you best connect with
What sets you apart from the advisors your prospect is already working with?
Some advisors spend months developing a relationship before asking for a meeting