Posts Tagged ‘Financial Issues’

Thawing Frozen Prospects and Getting Them to Commit to You

It is a great time to be prospecting because so many investors are upset with their current advisor, confused about what to do, and facing big challenges. The good news is the dissatisfaction and confusion is making it easier for advisors to secure appointments with prospects.  The bad news is that investors are less trusting and many are afraid to make a decision.  The result is a longer selling cycle. (more…)