During volatile markets, your clients do not want a data dump. They want direction. Learn how to communicate updates that calm nerves, build confidence, and strengthen long-term loyalty.
Ever had a great conversation with a prospect who seemed ready to move forward, but then vanished? You’re not alone. Here’s how to revive those conversations without sounding desperate or spammy.
The first call with a prospect is not about impressing them, it’s about understanding them. Advisors who master this one conversation structure consistently convert more leads into long-term clients.
Most advisors are good in meetings, but weak in the space between them. If your prospects go quiet after a great conversation, you don’t have a sales problem. You have a follow-up problem.
