As financial advisors, there are plenty of markets that you work hard to understand and reach. One of those markets, of course, are the good ol’ baby boomers. While you’re probably already familiar with the facts that they control over 80% of personal financial assets, represent ...
Topics: building relationships, connecting with leads online, reaching babyboomers using social media, reaching out to prospects, Social Media
We’ve all been there: we did everything right to successfully turn a powerful lead into a client and at the very last minute, he backed out. As financial advisors we may not be selling a specific product, but convincing people to trust us with their hard-earned money can be ...
Topics: building relationships, closing the deal, turning a lead into a client, Sales Ideas, sales tactics, sales team
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