To Turn Prospects Into Clients, Prepare To Ace Your First Meeting

The American College of Financial Services
Investor's Business Daily
September 10, 2021

When preparing for a first meeting with a client, advisors may see it as an opportunity to list their credentials and showcase their expertise. But how might they more effectively make their case to prospective clients?

Timi Joy Jorgensen, Assistant Professor and Director of Financial Education and Well-Being, says the key is to show clients you empathize with them and understand their situation. Read more in this piece from Investor’s Business Daily.