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Article: Having trouble converting your clients?(financial planning)
- Article from:
- The Practical Accountant
- Article date:
- July 1, 1998
- Author:
CopyrightCOPYRIGHT 1998 SourceMedia, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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You thought it would be so easy. Financial planning is being trumpeted as an excellent practice growth area that allows you to tap into your existing Client base for additional revenue. But the results aren't what you expected. And worse you have actually alienated a few clients trying. A number of factors within your control may contribute to why your pleas are largely falling on deaf ears. They include a failure to target the right clients and resistance because there is a lack of understanding of the benefits.
Best Prospects
Tax returns are an excellent source of data to select candidates for your financial planning services. For example, a checklist ...