As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn’t work if your clients and prospects abandon you because you made mistakes you don’t even know about.
If you really want a horde of clients that pay you what you deserve, you need to avoid 3 grave mistakes that make (potential) clients make a 180-degree turn and pay your competitors instead.
In this episode, you’ll find out which 3 mistakes they are and how you avoid them so you attract clients and keep them for the long-term.
Ready to become a financial advisor clients love? Listen now!
Show highlights include:
- The one question you should answer to get better results for less work. (4:56)
- Why new advisors with a small book of business have the advantage in the client-game. (7:19)
- How to educate your clients so they work with you perfectly. (11:13)
- Why 34% of clients fire their financial advisors. (15:47)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to TheAdvisorCoach.com/webinar to register today.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: