Find out how a professional organizer and daily money manager can help you get more clients. When a financial advisor or insurance agent, or attorney, etc. meets with a new or potential client for the first time, they are often on a fact-finding mission. What happens when the client can’t find the documents? Or if the client doesn’t know what current policies they hold? It’s not uncommon for a client to cancel the second meeting with the insurance agent or financial advisor. And, even if the agent/advisor keeps calling and following up, overwhelmed by the task list, the potential client will continually delay the meeting, and eventually, the agent/advisor loses the client.
