Working with clients and planning for their future selves, you have to take their future goals from the clouds to the street. From vague to vivid. #advisor
Narrow your field of prospects, you increase the likelihood that a higher percentage of prospects in the niche will choose to do business with you.#advisor
Where products and services are becoming more and more commoditized, customer experience is the only true and sustainable differentiator. #CX #advisors
