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Most advisors don’t struggle to get meetings. They struggle to get decisions.
Prospects show up engaged. The conversation feels productive. But the meeting ends with a polite, “Let me think about it,” and the client never quite moves forward.
Those stalled meetings add up. Sales cycles stretch longer than they should. Close rates suffer. Advisors spend more time...
By late January, most advisors have already sent their early-year outreach. A quick check-in. A market outlook. A polite nudge meant to restart the year. The message goes out. The box gets checked. And then the calendar stays quiet.
Conversations that slowed down in December don’t restart on their own. Interested prospects remain silent. Clients absorb opinions and pre...
If you followed the news into year-end, the outlook looked grim. The threat of a military invasion in Venezuela dominated headlines. The Labor Department released another weak jobs report. And by late December, the Conference Board reported that consumer confidence had plunged to record lows. On paper, it looked like advisors and their clients would head into January on edge....