Yes, Some Things Take Longer
Portfolio reviews and financial planning take more time. These can often be done over lunch, at the client’s home on in your conference room. Those are bigger building blocks. The flow of regular contacts can be accomplished in a much shorter timeframe.
People’s attention spans are getting shorter and shorter. By setting out the time you need and getting to the point, you have a better chance of holding their attention.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book Captivating the Wealthy Investor is available on Amazon.