Use these time-tested techniques to help manage work pressures
Many prospects seek out advisors with deep knowledge in a particular area, such as retirement planning
Summarize and consolidate information helpful to you and the client
Let clients help set the agenda and ask for feedback
Plastic bags and a tackle box can keep you organized
Select compelling content and share it with clients and prospects
Every client has different priorities when it comes to saving
Don’t be afraid to use them whenever possible your marketing strategy
Testimonials from clients help build trust and credibility
Look your best without packing your wardrobe