What clients want
October 21, 2013 by Jamie E. Green
Given the pronounced need for leads and the challenge prospecting poses to advisors, it is important to look at the methods advisors are using to prospect for new clients (Figure 7). Referrals — both client and professional — and cross-selling to existing clients figure heavily at the top of the list of methods. Advisors generally are not successfully utilizing social media to prospect for new clients.
Originally Posted at LifeHealthPro on October 9, 2013 by Jamie E. Green.
Categories: Industry Articles
