Skimming the media world, the overarching message has flipped from the recovering and stimulus to the economy is accelerating and hitting new highs.
Here at Advisors Excel, we are seeing a 25-30% increase in marketing efforts from our affiliate partners month over month!
Maybe instead of accelerating we are EXCELerrating?
Sorry… #Dadjokes
P.S. Don’t forget about the live weekly phone sales call with Mike Brooks! This weeks topic is Closing and Call to actions! You don’t want to miss it.
Here are your quick hits!
“Clients have come to realize that their advisors cannot be experts in every aspect of managing their financial lives and that a team approach actually benefits them, while at the same time highly appreciating the personalization intrinsic to an advisor relationship,” according to the Cerulli report.
#2 is my favorite: “They want them to take the time to understand their needs, goals and risk tolerance.”
Not to give them all away but… (I’d still read the article)
- Restraint
- Curiosity
- Creativity
- Patience
- Courage
