If you drill down with Financial Advisors, even very successful Advisors, most will say that business would be much more efficient and productive, less stressful, and much more fun if they could consistently schedule and complete new first appointments… with quality friends and colleagues of their best clients.
Ask Advisors to give the characteristics of a quality new first appointment, they ultimately profile people like their best clients.
This “stress, productivity, fun problem” has been around as long as there have been Financial Advisors.
So, two things are for certain.
Advisors have been using ‘inside the Industry thinking’ for solutions.
Advisors are not getting the results they really want.
And you know what Albert Einstein said the definition of insanity is.
So, what if you could shift away from traditional inside the industry approach by doing things just a little differently? By testing small but very significant changes.
Coming Soon! Client Centric Marketing