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Plum Says

Working​ ​With​ ​Older​ ​Clients:​ ​A​ ​Guide​ ​For​ ​Young​ ​Financial​ ​Advisors

Posted by Plum Says on Nov 2, 2017 11:15:00 AM


Young professionals starting off careers as financial advisors often times have difficulty prospecting and selling to older clients. A lucky few have a natural charm with the older crowd, but most are intimidated and feel as though they have more to prove to older clients to gain their trust‒ and that’s a fair concern! Age-bias is a hard reality that young financial advisors have to deal with. On the bright side, most clients will judge your age less than your maturity and professionalism, so it is possible to overcome that bias in most cases. That’s why it’s important to take extra considerations when dealing with older prospects and clients to make them comfortable and gain their confidence. Here are some tips for young advisors on how to have successful interactions with older clients:

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Topics: Advice, Business, Business Advice, Financial Advice, Customer Retention, Guide, Financial Advisor

Email Marketing Guide for Financial Advisors

Posted by Plum Says on Jul 11, 2017 10:45:01 AM


Email marketing makes perfect sense for financial advisors. It is painfully simple, incredibly low cost, and hardly takes time out of your day, but email marketing has been consistently proven to yield a high ROI. In this industry, clients require multiple touches per month to keep your services at the front of their minds, and they actually expect it; recent studies have shown that clients most prefer to be emailed by their advisors 1-3 times per month.

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Topics: Advice, Email, Digital Marketing, Guide

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