A quick story :
After about a year of building referral relationships with attorneys and accountants - and their own clients - one of our clients has now started to see a real influx of new client prospects. What's changed is that the current uncertainty - and poor performance - of their advisors has forced people to look for new approaches. Investors are concerned.
My client however, does not sell performance, but a very personal approach tailored to each client's risk tolerance, income and tax needs and family situation. The referral sources are also searching for advice on their own portfolios and financial matters.
There is no better time to be marketing.
3/12/08
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