Tag: setting expectations
Ideal Prospects But Broke? Part 2 (Distraction-Proof Advisor Idea Video #205)
Last week I encouraged you to work with people who are broke. Some of you wanted to know, "Won't that make me broke, too?"
Ideal Prospects But Broke? (Distraction-Proof Advisor Idea Video #204)
What do you do if someone seems to be an ideal client, except for little cash and few assets?
Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)
Telling clients you'll be available anytime they need you is asking for trouble.
The Best Way to Respond to Client Messages (Distraction-Proof Advisor Idea Video #85)
Letting clients immediately know their message has been received is far more important than...
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