Five Ways to Ruin the First Appointment

Marketing Corner

An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. This is where your prospect gains a sense of you as a professional and service provider. If they leave the appointment confused or with a bad taste, they probably won’t park their retirement with you, no matter your years of experience or credentials.

The Value of Relationship Marketing

Marketing Corner

The relationship between you and the client is one of your most important assets. Focusing on loyalty and long-term engagement will almost always pay off more than “turn-and-burn,” sales-focused approaches. This is especially true today when people value experience, communication, and personality. Not only do they value these attributes, but they have also come to…