As a financial advisor what resolutions have you set for 2019? It is important for you to set new professional goals for 2019 and resolve to implement new best practices.
Wealth managers can distinguish themselves from other financial advisors, and compete more effectively by focusing in on their unique role and effectively targeting their ideal clients.
For financial advisors, it’s never been more important than now to project the right image. The 2008 financial crisis still lingers in many investors’ minds and gaining their trust is essential.
If you are prospecting for sales leads and millionaires are being targeted, it is helpful to know where they are concentrated. It also is wise to target potential clients in markets that are often overlooked or underserved such as Generation X and women investors.