How To Sell One-Time Financial Plans

50 clients seems to be the threshold where the entire game changes: Either your first 50 clients are wealthy, high-quality ones who "get" you (which paves the way to unbelievable marketing effectiveness and growth)… Or your first 50 clients are random, low-quality ones who frustr ...  Show more

I have personally reviewed 1000s of financial advisors' "About" pages over the years, and I am not exaggerating when I say that somewhere between 90 and 95% are just horrible. They are actively repelling their ideal prospects. The reason? Most advisors think their About page is a ...  Show more