Does this sound familiar? You conduct a seemingly successful interview where you learn what their current investable assets are, what their income needs are, their investment fears and comfort levels, etc. You take the information and painstakingly put together a solid, thorough recommendation that prospective clients seem eager to begin….only to not show up to the implementation meeting, or call and say they are not going to move forward.


What's the likely source of this indecision? The true cause for this is the mindset of the investor right now and THAT is what you need to address.

Your prospects are feeling a sense of invincibility - anything and everything in their portfolio is up.


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