Monthly Archives: August 2010
Flashback two years: A recent survey by Russ Alan Prince found that two out of three wealthy investors are so disappointed with their financial advisor that they’re thinking about switching.
Doing an adequate job of describing your value and distinguishing between what makes you a different type of financial advisor and the services you provide is better than leaving it up to the media to drive your ideal client to you.
How does an advisor disengage from non-ideal clients when transitioning to a select group of ideal clients receiving comprehensive services?
Second in our 2-part series about: Transitioning from Subject Matter Expert to Trusted Advisor