62- Rapid Fire Listener Q&A #1

In this episode, we answer six questions from listeners like you. We discuss:

The effectiveness of remote versus in-person meetings

The value of driving to meet clients face to face

How to convert old clients to fee-based clients

The importance of financial advisors understanding their ideal consumer

How to build relationships with idea partners

How to introduce the idea of charging for advice to your company


Next HTC Live Event Details:

You MUST understand the value you bring to the table and charge accordingly. This event will teach you how to think differently and develop the skills necessary to achieve greater success in your practice.

Book your call to get all of your questions answered about the September event by visiting this page.





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