This time it’s different, it seems financial advisors are finally getting it. If you didn’t reach out to all your clients during
the recent volatility I guarantee you someone else has. Just this week one of my female financial advisors learned this for real. After our coaching call I sent her off to call every client in her book and soon after she sent this email.
“I was talking to my client today. She said “funny thing. I’ve had several financial advisors call me today asking how I’m doing in the market and if my advisor has been talking to me”.
Financial Advisors seem to be recognizing that a market down turn and volatility is a boon for prospecting and capturing new business. Whether you are a new advisor with few clients or a seasoned veteran with and existing book today you should be calling every prospect, friend, family member and acquaintance you know, now is the time to harvest the relationships you have sown.