Tag: prospects

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Less Is More When Meeting With Prospects

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Investing is complicated and multi-faceted. I’m impressed with advisors’ depth of knowledge gleaned from their own studies, experience, academic literature and attendance at […]

How To Separate Prospects From Tire Kickers

How To Separate Prospects From Tire Kickers

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Prospects […]