More and Less in 2021 (Part Three)
Photo by Brett Jordan on Unsplash
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In my third and last article in this series, I identify the two most powerful steps I’d like to see advisors take to get more clients.
More them. Less you.
Recently, I had roughly the same conversation with three advisory firm clients. My firm was designing websites for them.
They each (independently) wanted to include extensive information about their “process.” Each had a process that was quite elaborate involving as many as eight steps and a number of meetings with pre-set agendas.