In a coaching call a few days ago, the advisor I was working with expressed frustration over a prospect she had difficulty bringing over from another practitioner. My coaching client specializes in a particular area of financial planning, and this prospect needed it. In addition, while the prospect’s other advisor called himself a financial planner, all he really provided in this relationship was investment management. The prospect continues to come back asking planning questions, but has resisted moving his relationship.
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.