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YouTubeStreamline My Practice: For Financial Advisors
The Best Advisors Do This - Financial Advisor Tips
Financial Advisors 💚 How Advisors ATTRACT Clients WITHOUT Prospecting or Sales 💚https://www.streamlinemypractice.com/attractclients 🔥 JOIN 1,800 ADVISORS AND GROW YOUR BUSINESS FASTER plus get video access not available anywhere else. https://www.streamlinemypractice.com/newsletter The Secrets to Increasing Your Value In the First ...
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This client cost me $150K right before Christmas. Here’s the business lesson. Restaurant client needed cleaning, painting, minor construction. Did the site visit, started working. First invoice - payment missed. “The investors are sending the money.” Second invoice - payment missed again. Same excuse. But I kept working because other contractors were there, I thought it was legitimate. Then one day - restaurant closed. Food suppliers outside. All unpaid. I lost $150K. Client red flags I missed:
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