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prospecting

    13 Questions Advisors Should Prepare to Answer [Infographic]
    Business Development

    13 Questions Advisors Should Prepare to Answer [Infographic]

    written by Mark Stewart

    Today’s prospects and clients expect more from their financial professionals. They’re more curious. More informed. Even more demanding.

    So when it comes to your events, webinars, and presentations, the more you’re prepared to answer pressing questions succinctly and directly, the better your chances are to impress prospects and put their minds at ease — opening the door for you to work with them.

    This infographic highlights 13 of the big questions many prospects may want to know, so it’d be best to memorize your answers or record them in a short video to help land new business.

    Continue Reading
    13 Questions Advisors Should Prepare to Answer [Infographic] was last modified: September 7th, 2023 by Mark Stewart
    March 1, 2022
    10 LinkedIn Facebook Twitter
  • Marketing + Branding

    8 Effective Lead Conversion Tips for Financial Advisors

    by Mark Stewart October 22, 2021

    Updated on June 16, 2022, at 4:11 PM Ah, lead conversion tips for financial advisors. Where do we start? Let’s start here: Converting your leads into prospects, and those prospects into clients,…

    18 LinkedIn Facebook Twitter
  • Business DevelopmentMarketing + Branding

    12 Habits That Build a Killer Client Appreciation Program

    by Sheryl Theisen August 30, 2021

    Updated September 7, 2023, at 2:45 PM In business, continued success and growth result from developing personal relationships and strong communication with your clients. To become a leader in the financial industry,…

    10 LinkedIn Facebook Twitter
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