33. Why are his planning prospects saying No?
The Elite Financial Advisor Podcast With Sten Morgan
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How to Get the Second Date With Your Clients
Most advisors have a really high retention rate, even if their clients are not over-served. So part of this process is going back to your current client saying, okay, what's a good service model for an investment only client? And I'm going to dial them into that. You will most likely in your book have some clients that need planning, but it has to be essentially like a re-engagement. This is really important for listening because this language is like, how do you get the second date?"
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