Of Fee-Only Financial Advisors By Jim Ludwick, CFP® As a financial coach whose mission is to talk fee-only advisor prospects “off the fence” of procrastination, I find myself answering two questions frequently. Here they are along with my answers. Advisors can answer these questions in initial interviews before they are asked by prospects (and not […]
Five Tips to Convert Procrastinators
Financial procrastinators – those clients or prospects who fail to take your advice or engage your services or do-it-yourselfers who fail to implement your instructions – may only account for 10% of those you encounter.