Why Do Great Financial Advisors Fail to Get New Clients? (Video)
Indigo Marketing Agency
JULY 23, 2020
Financial Advisor Prospecting Are you curious about top advisor marketing results? Well, I just got off a call with a veteran advisor that has been a client of ours for about 3 months. He was blown away that he is currently onboarding 6 new high-net-worth clients. He’s been an advisor for 35 years and always had a successful firm, but he’s never gotten 6 new highly qualified clients in the same month!
Let's personalize your content