Your client says, “No thanks.”
Now what?
Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a rejection, it’s just the beginning of more meaningful dialogue.
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There was a time when the firm was the brand. Clients hired “the company” and trusted the name on the door. Today, that’s changing. In the age of digital-first impressions, personal connection …
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How do you segment clients if you’re a financial advisor? We outline tips and considerations to effectively grow your business.