Lost Opportunity: Most Advisors Have a Gaping Hole in Prospecting Process

Markets ETF Trends

By Julia Littlechild via Iris.xyz Question. What percentage of prospects, who take the time to meet with you, become clients? I’m going to go out on a limb and guess that it’s high. And while ‘high’ is a good thing, the question masks a real problem. There’s a more important (and potentially uncomfortable) question I need to [...]Click to read more at ETFtrends.com.

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