What major pieces is this missing in describing a generic business process for financial advisers? What are interesting nuances?pic.twitter.com/GX3Ak0Oqz4
For a lot a potential customers, the main obstacle to closing is trust, not beating the S&P. Your process might want to include a step for referrals. You probably don’t run into this often, but most people in your position don’t have a big distribution podcast.
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Would assume that is in first two steps. Just tried to make generic.
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That’s what I thought originally but when I read that you were asking for interesting nuances, I decided to make the point.
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