The Financial Advice profession's dirty little secret

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  • Опубліковано 16 вер 2024
  • Conversion rates for Financial Planners across the industry are lower than they should be. Sales seems to have become a bit of a dirty word in the profession in the last decade. Yet rising costs mean that Planners and their firms really can't afford to drop the ball in this area.
    Here, Brett Davidson of FP Advance chats to Becca Timmins from When We Think about ​what could be contributing​ to this. What skills, tools and structures could Planners be employing to further improve client outcomes, have better meetings and ultimately improve their sales skills?

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