The Biggest Advisor Mistake In The First Meeting When Talking to Prospects. скачать в хорошем качестве

The Biggest Advisor Mistake In The First Meeting When Talking to Prospects.

Financial Advisors, When I was an accountant, I got pitched by advisors all the time, and this was the most common mistake they made. In this video, I'll share a quick example of how this just happened and what you should do instead. Subscribe To This Channel For Financial Advisors https://bit.ly/StreamlineMyPractice-Y... ------------------------- 🛠 ADVISOR GROWTH TOOLS 🛠 https://www.streamlinemypractice.com/... [WHAT'S YOUR HIGHEST ROI MARKETING ACTIVITY?] ✅ TAKE THE QUIZ https://www.streamlinemypractice.com ❤️[SUBSCRIBE TO THIS CHANNEL] https://bit.ly/StreamlineMyPractice-Y... 👨‍💼 [THE ULTIMATE CPA REFERRAL GUIDE] https://www.streamlinemypractice.com/... ________________________ This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor. ________________________ POPULAR VIDEOS Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.    • Advisor's First Meeting Process. What's Mi...   THE BEST FIRST MEETING QUESTIONS    • Advisors, Start Your Meetings With These Q...   This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you. Music Communicator- Reed Mathis Subway Dreams- Dan Henig #financialadvisortraining #streamlinemypractice #wealthmanagement