RJ and Makay

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Financial advisors seeking to reach the multi-million dollar level in assets under management (AUM) would do well to take the advice of four female advisors who led a panel at the Women Advisors Forum conference in Dallas earlier this week--learn when it is appropriate to turn away from new clients.  Kelly Rigas, vice president and financial advisor in the Private Client Group at RBC Wealth, and three other women advisors spoke on a panel, “The Multi-Million Dollar Women.”

1. Communication is key—Attracting new business can depend on how one presents oneself. People often make assumptions on what people say and how they say it, according to recent article published by FinancialPlanning.com, and successful advisors must consider how the body, face, voice, and text communicates.

Prospects often determine if they want to work with someone based on how advisors communicate. Only 7% of the impact of what is said is based on the script; it’s the other 93% that most often makes the connection.