Financial advisors who want clients and prospects to commit fully to the planning process need to secure buy-in from the very first meeting. Processing Content Consistent communication, showing up for ...

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the... Do you still get nervous about client meetings?

Master sales meetings by reading body language. Establish baseline behaviors, mirror subtly to build trust, and ask calibrated questions to uncover hidden concerns. Watch for clusters of nonverbal ...