 Engage around something you are passionate about, as people are ignited by passion and your true authenticity is revealed. The rest will take care of itself from there.”Jenn Kenning, Managing director, Abacus Wealth Partners.
|
Adviser tips for making the best first impression
Liz Skinner | InvestmentNews, May 2016
Read the article online >
Summary: Though subconscious bias favors older white males when prospects choose a financial adviser, many professionals hoping to break through and make a standout first impression can heed the advice of these successful planners. Some say it's all about passion, while others focus on making the prospect feel comfortable and important.
Be the first to comment on this Article
