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.

After some discussion we moved on.

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