Forget sales. You’re there to get to know each other
Show what makes you different — without discussing products
A disciplined approach deepens relationships
Offer relevant content and engage your visitors
Handling these important topics effectively can lead to long-term relationships
When your actions raise doubts, you risk losing clients
Build deep relationships through frequent contact
Technical knowledge of the financial advisory industry is not enough to build a thriving practice. You also need to develop interpersonal skills, such as listening and empathy, that will be essential to your practice over the long term
Adding more clients like the ones you most enjoy can be fulfilling and rewarding
Use sector ETFs to fine-tune your clients’ exposure