Download The Biggest Lie Advisors Tell Themselves
In this FSP-exclusive whitepaper, we share some of the difficult truths we have learned from nearly three decades of helping advisors grow their business.
Many of the challenges advisors face in marketing, prospecting, and sales are rooted in one core piece of self-deception. If we can resolve this obstacle and clearly see the reality of what we need to do to grow, we can find more prospects and reignite our pipeline for sales and referrals.
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Here is a preview of what’s in this new whitepaper:
We recently talked with an advisor with 30 years of experience in the industry. His firm has 100 clients and nearly $200 million in assets under management. By all accounts, the business is a success, but the advisor was facing a troubling reality:
“We have stopped growing, and the referrals are drying up.”
That meant that on a net basis, they were actually starting to shrink as the client base continues to age and dollars are withdrawn for income purposes.
He wasn’t sure where to turn next, and he was concerned that continuing the status quo would actually mean moving backward. As dire and as unique as his situation felt to him, it was not new to us. We hear similar stories from advisors around the country. And these are not young advisors trying to build their businesses. These are experienced pros who have sometimes spent several decades building their firm.
Here is why…
Free White Paper
Download The Biggest Lie Advisors Tell Themselves