Sep 19, 2022
An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all.
Here’s why that’s good news:
After listening to this episode, you’ll know exactly why financial plans fail — and how to create financial plans which demand your clients implement them.
Not only will this give you an unfair advantage over your competitors, but your clients will enjoy more wealth too.
Listen now.
Show highlights include:
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Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html