“It’s like déjà vu all over again.” ~ Yogi Berra
That’s what it feels like to read the most recent advisor survey results from FUSE and WealthManagement.com.
Similar findings, different year (click to see most recent results).
Video: How To Create Your PVP-Peerless Value Proposition®
A client recorded some in-house videos after a training we did at their offices.
Here’s an excerpt we thought you’d find helpful.
On My Mind: Are You Asking For The Business?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.
This episode: Are You Asking For The Business?
On My Mind: Making A Difference
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.
Episode #1: Making a difference in the lives of advisors and their clients.
Q: How Many Contacts Are Required Before Your Prospect Writes Your Business?
A: Likely a LOT more than you thought.
In December, Ignites Research released a report called “The Responsive Sales Staff” .
The findings were based on surveys conducted with a total of 522 elite US financial advisors from The Financial Times 400 Top Broker-Dealer Advisors and the Financial Times 300 Top Registered Investment Advisors cohorts.
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