Our practice management subjects are sizzling hot this week. First up is a piece that focuses on maintaining control of client conversations. Our next two pieces both examine the importance of your value proposition – one makes the case that value props are not just about your value and the other takes a deep dive on communicating your value proposition.
Ever lost control of a client or prospect conversation? Bottom line, whoever is asking the questions maintains control of the conversation. Here are 4 tips for formulating and asking the right questions to guide the conversation.
You are not alone if you struggle with expressing what makes you different from other financial advisors. The secret sauce is identifying the benefit to the client. You don’t want to miss out on this piece.
Thriving today isn’t just about bringing great service. Communicating what sets you apart does. Here’s a 4-step process to help you.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
