5 Ways Financial Advisors Annoy Wealthy People

9/25/2018

By Antoinette Rodriguez, MBA

If you’re in the business of prospecting and persuasion, you need to be mindful of the impressions you make. There are some universal things that annoy wealthy people, both clients and prospects. 5 of these include: wasting time, using too many acronyms, talking down to their tribe, too much flashiness and unearned familiarity.

Watch the video below to learn more.

Need advice on your Marketing Plan, client communications, business strategy, partnership issues or sales training to help your staff become better rainmakers? Contact Antoinette Rodriguez today for a complimentary consultation.

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Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

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