SAN DIEGO -- If you're a career changer or just starting out, it can be challenging to find the best way to show clients you're the right advisor to work with. From elevator pitches to setting the scene, a pair of advisors from AIG Advisor Group network offered new advisors at the network's W Forum here several tips on appealing to new prospects and clients.

"We have to constantly remind clients what our value is," Judy Rubin, vice president at Plaza Advisory Group in St. Louis, told attendees. "If you're new to the business or if you're struggling right now, you just need to keep going and figure it out," she said

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