Give Them What They Want
If your client doesn't want your famous investment strategy, find out what they do want and make it happen. --Katherine Vessenes
The only marketing genius is the client. Focus on what the client wants and give it to them. If your client doesn't want your famous investment strategy, find out what they do want and make it happen.
-Katherine Vessenes in AdvisorMax coaching session "7 Mistakes Advisors Make in the First Client Meeting"
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