What are you doing to reach your sales goals and support your clients?
At Kestler Financial Group, we have the pleasure of working with many of the top advisors in the country. One of the most common concerns we hear from our advisors is their frustration with spent energy, funds and resources which result in very little return or new opportunities to meet with clients. Do you find the same is true for you and your practice?
- Are you struggling to find a balance between the pace of online business and building relationships with future clients?
- Do you struggle with converting a cold call to a life-long client?
- Do you find it challenging to create and then implement a process that supports both sales and authentic connections with your clients?