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We examine how six advisors with extraordinary businesses keep getting new clients, new referrals, and more assets even as the economy and the markets remain shaky. It turns out that all of them follow a similar set of practices for engaging their clients. Test yourself against their approaches and tell us what you do.
Horsesmouth Essential: Trying to win a prospect's confidence? Stay away from these touchy topics.
In order to turn prospects into clients, your first meeting needs to be about them. Follow this detailed, low-tech approach, and its specific first-interview agenda, and you'll close more business. Lots of it. Here's how to do it.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025