We might assume a prospect becomes a client when they have transferred in money and bought something. It makes sense. They have an account number. You booked revenue. They are now a client. Or are ...

Of the top financial advisors we’ve studied, about one-third of the prospects they meet with become their clients. That, of course, means around two-thirds don’t become clients. Ask yourself what your ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

Prospecting is the lifeblood of any business. When I ask sales reps what they get paid to do, I rarely hear, “to prospect.” Yet you can have the best product, price and presentation — and be the best ...

So, you've just finished meeting with a prospective client. You've walked them through your firm services and the benefits of working with you, and after you close, your prospect launches an objection ...

If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and ...

Stuck on what to post. Imagine your dream client across the table and tell them what you wish every prospect understood. Here ...

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...