A Client Acquisition Mastery Message Every Financial Advisor Should Hear

Chances are very high that the current approach of most of your Advisors to client acquisition practically guarantees that they will either work too many hours or make too little money or try to serve too many of the wrong clients… or all 3. Ironically, most Advisors want exactly the opposite. Advisors leave this presentation (live or virtual), knowing exactly what to do to Master Client Acquisition.