Nobody likes waiting. Whether it’s in-line or on the phone – or even to get an email reply – waiting is a waste of time. Make it easy for prospects to book their meetings directly with you. What’s a clear call to action on a financial advisor’s website? It’s an...
When we work with advisors, one of the questions is, do you have testimonials or reviews? The answer is usually “Do you think I really need testimonials?” or “No, but I can get some, but I don’t know how.” Let’s deal with answer...
