Advisor.ca | How Prospects Are Finding You
The case of Bevan Jones—fleeced by his own brother, Earl Jones—remains one of the most disturbing in Canadian financial history.
It seems greed knows no bounds, so investors need to protect themselves from wolves in sheep’s clothing.
In essence, it all comes down to due diligence and finding a good advisor, and many prospects follow helpful hints and tips when starting their search.
Below are six steps smart prospects follow; the question is: when they follow these steps, how is your firm faring?
To ensure you don’t end up on their red lists, make sure your firm is prepared to answer any questions they throw at you. Also, if you’re regulated and have credible advisors, be sure to let customers know up front using your website and marketing material.
Tips on finding a reputable firm: