Improving the Connection with Your Prospects and Clients
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Description
Have you considered what is going to propel growth in your business in the coming months and years? Schwab conducted a research study in March 2009 which shows the greatest 3 enablers of growth are:
1. Closing the deal with prospects - 75%
2. Maintaining quality service - 73%
3. Adding new technology for scalability - 67%
So what is your strategy for closing more prospects more quickly and improving client service?
More Episodes
Last week I was working with one of our Certified Wealth Mentors with my role to offer some behavioral insights on some difficult client cases. The cases were difficult because of the clients’ attitudes not only to financial decision-making but also to life. These cases reaffirmed to me how much...
Published 03/25/10
Last week I was working with one of our Certified Wealth Mentors with my role to offer some behavioral insights on some difficult client cases. The cases were difficult because of the clients’ attitudes not only to financial decision-making but also to life. These cases reaffirmed to me how much...
Published 03/25/10
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