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.