Updated August 25th, 2023 Identifying your ideal client and niche market as a service-based advisor is critical to your success. It is one of your business’s most important (if not the most important) steps. Your ideal client avatar is the person you want to serve. They want (and need) your services and will benefit most […]
Financial Advisor Prospecting Made Easy | Ch193
Updated August 11th, 2023. An effective financial advisor prospecting strategy requires you to learn what to say and how to say it. To succeed, you must learn how to prospect without using annoying gimmicks or sales practices. Affluent clients want sound financial advice about financial planning topics that solve their challenges. They also want to […]
