6 top tips to successfully convert more IFA clients
Are you focused on the right objectives when conducting your first client meetings?
Would you like to convert more clients?
Building a successful IFA practice requires 6 key skills to engage with clients, and some of these may surprise you.
Improve your conversion rates and make every client meeting count
Download our easy-to-read checklist and understand:
- The 6 areas you need to excel in
- What clients actually base their decisions on
- Why technical knowledge isn't in the top 6!
We will email you the checklist - your key to improving rapport and converting more clients at each first meeting.
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