How to Follow-Up

Posted on 13. Feb, 2014 by in Uncategorized

I met a financial advisor for coffee the other day and listened to him discuss his challenges around following-up with prospective clients. He couldn’t seem to understand why most of his follow-up¬†attempts were unsuccessful.¬† After listening intently to his concerns, this is what I offered as advice: Trust In today’s environment, advisors need to increasingly […]

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