After 20 years and serving over 1,800 clients as an hourly, fee-only financial planner, I’ve concluded that hourly advisors should not give free advice to prospects.
Influence by Robert Cialdini has impacted my professional and personal life for more than 30 years.
Your conversion story is about how you became what you are today and what it means to you in daily life – just like what your prospect would want to achieve.
Being seen as likable is key to your next engagement. Yes, trust and value remain the key components to focus on, but smile because they need to like you first.
Financial advisors don’t have to “cure” prospects who procrastinate. Instead, you can ask the right questions and listen to what they say.
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 […]