I’ve found it fosters a series of mistaken beliefs, that prevent you from gathering more AUM.
Bill O’Reilly, Measles and AUM
You can use empathy when dealing with a prospect who expresses reservations about your approach to investing. Listen to their point of view with an open-mind.
Lost Opportunity
A very small change in how you interact with others can pay big dividends. This is especially true when you are trying to convert a prospect into a client.