Prospects might not understand your value or choose you as their advisor in the first meeting itself. Financial advisors should not wait for them to respond, they must always follow-up by calling them directly. Given below are some innovative approaches to follow-up with a potential client: Send a gratitude email After your meeting with a…
DetailsMeeting a client for the first time offers advisors the opportunity to develop a strong bond needed to form a long-term association. Any mistake committed in this interaction can turn things in the wrong way. Here are the 4 top common mistakes a financial advisor should avoid in the first client meeting: 1. Using too…
DetailsAs per a recent report by Deloitte India, millennials are the main breadwinners in India with approximately 47% share in the working age population. Falling in the age group of 18-35 years, millennials are the biggest demographic class in India and have high amounts of disposable income. Tapping this segment can help advisors to grow…
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