Three Questions Financial Advisors Need To Ask Before December 31st


Advisors don't talk to their clients enough.. as business owners.

Make sure you're always:

  • Reminding clients your in business
  • Talking to them about how your practice is growing and evolving
  • Sharing with them what you've learned, what you've changed, what you're going to change
  • Asking clients what they want
  • Polling and surveying clients to get their feedback on new ideas

Advisors always tell me they're unsure about: what type of client event to host or newsletter to send out...

Ask Your Clients What They Want.

Related: Mistakes Advisors Make in Compensating Staff