More and Less in 2021 (Part Three)

Photo by Brett Jordan on Unsplash

This is part three of a three-part series. Part one appears here and part two appears here.

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In my third and last article in this series, I identify the two most powerful steps I’d like to see advisors take to get more clients.

More them. Less you.

Recently, I had roughly the same conversation with three advisory firm clients. My firm was designing websites for them.

They each (independently) wanted to include extensive information about their “process.” Each had a process that was quite elaborate involving as many as eight steps and a number of meetings with pre-set agendas.