by Chris | Sep 30, 2020 | Kwanti Tips
The typical 21st-century advisor thought leader in the wealth management business tends to disparage an investments-based approach to client relationships. If you listen to many of the trend-setting speakers, you’ve probably heard some form of the saying...
by Chris | Aug 6, 2020 | Kwanti Tips, Kwanti updates
Most advisors tend to offer similar services to one another, which can create the impression that all advisors are the same. But it’s an accepted fact for anyone who works in financial services that the opposite is actually true—every advisor can be very different in...
by Chris | Apr 27, 2020 | Kwanti Tips
What techniques do you use in your sales process to prove to a prospective client that you’re the right advisor for them? You may walk them through your financial planning process, your investment philosophy, and show them your model portfolios if you have them. All...
