Client Engagement for Financial Advisors: A handbook for the modern wealth advice professional

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You’ve delivered a great presentation. What you’ve proposed makes sense (to you). You’ve provided the collateral that’s required for anyone to be able to make an informed decision about a course of financial action. Yet, there is inertia. An inability for the prospect to move forward, and this suspended animation can last weeks, months, years. “Client engagement for Financial Advisors”, is about is taking the process of wealth professionals such as you and tipping it on its head so you can understand:1. Why prospects have inertia;2. Why appraising a financial situation is a fear filled roller coaster ride for the average person;3. Why the process that is most important is: the delivery of knowledge in the most basic subject categories; and,4. How you can truly engage each and every prospect with relevance and meaning for them to become not only engaged in their finances but to become the managing director of their finances.

$9.99

Product ID: 682 Categories: ,

You’ve delivered a great presentation. What you’ve proposed makes sense (to you). You’ve provided the collateral that’s required for anyone to be able to make an informed decision about a course of financial action. Yet, there is inertia. An inability for the prospect to move forward, and this suspended animation can last weeks, months, years. “Client engagement for Financial Advisors”, is about is taking the process of wealth professionals such as you and tipping it on its head so you can understand:1. Why prospects have inertia;2. Why appraising a financial situation is a fear filled roller coaster ride for the average person;3. Why the process that is most important is: the delivery of knowledge in the most basic subject categories; and,4. How you can truly engage each and every prospect with relevance and meaning for them to become not only engaged in their finances but to become the managing director of their finances.

Language

English

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