By asking the right questions and providing support when needed, Scott established a solid connection with this prospect. When the market took a turn at the beginning of the pandemic, the prospect came to Scott – and both parties were ready to move forward.

Read the full case study to find out more details about how Scott converted a longtime prospect into a client with consistency, assertiveness and persistence.

Fill out the form to download the case study.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Building Client Loyalty in a Digital Age

By: Ana Trujillo Limon
Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client …
Blog

The 6-Step Goal Setting Framework: Forget Realistic, Go Big in 2025

By: J.J. Peller
I can’t stand realistic goals. I can’t stand them because who decides what “realistic” actually is? Who is the person who comes down and tells you, “You know what’s …
Blog

How Advisors Can Delegate, Innovate, and Elevate

By: Ana Trujillo Limon
Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, …
Blog

Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy

By: Ana Trujillo Limon
Is traditional behavioral finance missing the mark? Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that …
1 2 3 10,493