I have a question for you: What is your process to convert a prospect into a client? When somebody enters your world seeking help, what is your approach?
Typically, an advisor would invite a prospect to the office (via zoom or phone call nowadays), then they dig right into their portfolios. Next, a meeting will be set where the advisor would then show their findings and basically sell their services to the prospect.
In my opinion, this process is absolutely prehistoric! It is counterproductive, not elegant or best practice.
Watch this video to know why your conversion process is obsolete and get an overview of what it needs to look like in the 21st century.