Financial Advisors Netzone
DIVESTING ONSELF of a transactional mentality requires chrome-plated, err...nerves and the ability to undo years of sales conditioning. It's a leap of faith most agents and advisors have trouble making.
Given the current regulatory climate, which is starting to push its tentacles into even third party marketing to seniors, the leap is necessary. There can be no return to "business as usual" as evidenced in this recent article at Investment News.com.
By Charles Paikert
March 26, 2007
"When these people stand up in front of senior groups and hold up a book with their picture on it and say they wrote it, they are deliberately trying to mislead people into believing they are an expert and wrote a book,” said Jim Nelson, assistant secretary of state for business regulations and enforcement in Mississippi.....
(see the rest of this interesting story at www.investmentnews.com.
In the next couple of posts, I want to look at some ways you can begin to move from a transactional mindset to a client-centric one without starving to death in the process.
Till then, don't forget to sign up for the newsletter and send me your suggestions and product ideas. firstname.lastname@example.org.