I’ve learned to pay attention to the first 30 seconds when I visit a firm. In the approximately 350 offices I have visited, my first impressions are generally neutral to positive. On occasion, though, a few offices strike an exceedingly positive—or negative—note.

Why does this matter? Although I’m not overly influenced by aesthetics, and much of that first impression is subjective, I think an advisor’s ability to stand out can be what turns a prospect into a client or sends him or her across town to a competitor.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access