Six articles! Start closing! Use the Old School Tie! The client who calls constantly! More!
Six Articles!? Which did you like best?? How about the one in Mandarin?? If you have a favorite, please leave a comment below.
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Sales is often more art and less science.? Prospects will not say: “Stop talking.? You have convinced me.? Where do I sign?”? They often make a mental decision during your presentation.? If you do not pick up on the signals and keep presenting, it is possible to talk yourself out of the sale.
14 Signs Wealthy Prospects Are Ready to Commit ThinkAdvisor (10/24/23)
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Getting involved with your alumni association is nothing new for many financial advisors.? There are depths to this strategy if you look beneath the surface.? You may have more institutional relationships than you might imagine.? Your college connection might translate into private club access.
Making the Most of Your School Alumni Connections Financial Advisor (10/23/23)
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New clients come from walking through the door on their own or being identified and cultivated ?by someone who gets them interested.? One approach is usually marketing and the other is sales.? My article looks at this in terms of push and pull.
Push or Pull Marketing: What Is Your Preference? Advisorpedia (10/24/23)
领英推荐
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Many financial advisors have a client who calls all the time and only wants to speak with you.? They might be lonely.? They may feel “the person at the top” and not a staff member, is the only person who can help them.? How can you address this situation without offending them?
The High Maintenance Client Rethinking65 (10/26/23)
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This article appeared in China.? It is written in Mandarin.? Good advisors sit down with clients and conduct portfolio reviews on a regular basis.? Sometimes you need to explain why their stocks have gone down in value.? My article looks at ways to have that conversation.
How to Conduct Portfolio Reviews in Volatile Markets Wealth Manager (China) (Third Quarter 2023) Page 8 (In Mandarin)
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We recently had our first experience traveling in the ultra-luxury segment of the cruise industry. We discovered firsthand how luxury is delivered at the top end of the market.? The fellow passengers you meet are very nice too.
19 Ways Swan Hellenic Distinguishes Itself as a True Standout Among Expedition Ships AllThingsCruise (10/20/23)
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