6 Things Financial Advisors Should Never Say to Clients (Humorous)

1/3/2017

By Antoinette Rodriguez, MBA

As we start the new year, I reflect on how our consulting clients seek advice on the "just right" things to say to prospects. Given that the flip side can be just as informative, I created this (humorous) video below of 6 things Financial Advisors should never say to prospective clients.

Hope you enjoy it and Happy New Year!

Need advice on your annual Marketing Plan, 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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