Byline: William Ainson In dealing with prospective clients, financial planners should look to the assembly line for inspiration. This unexpected advice comes from Katherine Vessenes, president of Vestment Advisors in Chanhassen, Minn., and is based on her observation of highly successful planners ...
Read this article at Assembly-Line Approach; Successful Planners Usually Have a Well-Defined Sales Process for Turning Prospects into Clients
Read this article at Assembly-Line Approach; Successful Planners Usually Have a Well-Defined Sales Process for Turning Prospects into Clients