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DOL Fiduciary Rule: Make It Your Prospecting Friend

It's not a hurdle, so align the rule with your marketing.

By
July 27, 2016

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DOL Fiduciary Rule: Make It Your Prospecting Friend

The best way to bring a qualified prospect to you is not through a “products on parade” presentation. Qualified prospects first want to be educated about you, the planning process, and then want to have a discussion of goals and objectives that are relevant to them.

A new client will welcome the letter and spirit of the DOL fiduciary rule. And possibly, just possibly, it will strengthen the relationship between advisor and client.