Candidly, sometimes the answer is that the partners need to split – one buys the other out or they sell to the rest of the team. So it isn’t always a “warm and fuzzy” ending but at least it gets resolved and you are unleashed from the day-to-day drama you are experiencing now."
Matt Oechsli is author of Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients.
|
Timeline of Converting Prospects to Clients
Matt Oechsli | OnWallStreet, April 2018
Read the article online >Summary: RIAs If I’m hearing you right, is your latest research telling us exactly how long it takes to work affluent prospects through the pipeline?” asked Josh, then continued, “I guess that means that we should be more assertive in managing our pipelines.
Be the first to comment on this Article