33. Why are his planning prospects saying No?
The Elite Financial Advisor Podcast With Sten Morgan
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Don't Overcommit Your Business
If your leads coming in are blue-collared workers, all their monies and their 401k at work, they get a W-2 each year. It's like trying to build a business by opening up Roths for clients' kids. You need to identify if they're under the age of 50,. For example, they need to be in high income careers, attorneys, doctors. These people can spend $5,000 on a financial plan, and they need a lot of help. But you can't over-commit yourself.
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