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.
Recent Posts
Blog
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog
ReFrame | Dr. Lisa Toppin
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog
ReFrame | Yan Zhao
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …
Blog
Mixing Business and Pleasure: How Passion Prospecting Can Help Boost Your Growth Efforts
When it comes to prospecting for new clients, many financial advisors are drawn to the flashiest new ideas to help them grow their business, whether that’s sending personalized video …