Blogs

Financial Advisor

How clients pick a Financial Advisor

How clients pick a Financial Advisor

The secret to gaining ‘Instant Trust & Rapport’ Your potential client sets an appointment for their initial consultation. Nervous, they arrive at your office, sit down, and begin to explain their problem. Now, this potential client can describe this problem to 100 different Advisors. The problem remains the same. So why does this person choose you? Or rather, how do they make the decision to not choose one of the other 99 firms? Your academic credentials? The size of your office? If the free coffee was tasty? If the chairs were soft? The... Read full article