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.
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