Kitces & Carl Ep 158: Should Prospects Be Allowed To Move Forward If They Don’t Want To Think It Over First? – Go Health Pro
Many financial advisors approach prospect meetings with a mindset of giving potential clients ample space to consider the relationship before making any commitments. Asking them to “think it over” after an initial meeting is a common strategy designed to help clients feel comfortable and avoid the perception of being pressured into engaging in the relationship … Read more