Webinars

Profit by Saying No: The Unexpected Strategy for Bigger Growth

Our Founder & CEO, Jeffrey MacDonald, recently participated in the webinar "Profit by Saying No," hosted by Equisoft, where he discussed how financial advisors can drive growth by strategically declining misaligned opportunities. Attendees learned about the pitfalls of taking on every client and explored practical ways to recognize and turn down unsuitable prospects without closing future doors. The session emphasized the importance of focusing on best-fit clients for building a successful practice.

The Art of Fee Conversations: Elevate Client Trust and Your Value

View our comprehensive webinar, "The Art of Fee Conversations," designed for financial advisors to master crucial aspects of fee discussions. Learn the importance of open conversations, effective preparation strategies, structured approaches, and techniques for handling objections. This engaging session offers actionable insights to enhance client relationships and improve practice outcomes.

Articles

Advisor.ca - The Power of Saying No

In the article "The Power of Saying No," featured on advisor.ca, the importance of carefully evaluating potential clients is emphasized for financial advisors seeking sustainable growth. While rapid client acquisition may seem desirable, the risks of accepting mismatched clients can lead to frustration, reputational damage, and decreased profitability. The article outlines key factors for assessing prospects, including aligning expertise with client needs, establishing communication expectations, and evaluating compatibility. By making the strategic choice to decline unsuitable prospects, advisors can enhance client satisfaction and efficiency, ultimately paving the way for a more successful and enjoyable practice.

Webinars

Profit by Saying No: The Unexpected Strategy for Bigger Growth

The Art of Fee Conversations: Elevate Client Trust and Your Value

Articles

Advisor.ca - The Power of Saying No

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