The Top Five Mistakes Advisors Make in Surge Meetings

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Too many advisors jump into surge poorly prepared to deliver massive value to their clients. Here are five common mistakes and how to avoid them.

The financial industry abounds with misdirected roads to success. Too many advisors get suckered into believing that buying snazzy brochures will draw prospective clients to your firm. Or maybe you’ve heard that advertising with a specific marketing firm will send a million clicks to your website or that having the perfect seminar packet will draw crowds, and prospects will flock to the office, begging you to take them on as clients.

Seductive as they may be, these schemes fail to deliver as promised because finding success isn’t as convoluted as you’ve been told. Sure, it’s difficult, but you’ll reach it if you keep hold of a few core ideas.