In her recent article on Advisor Perspectives, Erin gives priceless insight into why advisors get ghosted by their prospective clients after what they THOUGHT was a successful appointment.

If you’ve ever been ghosted by a prospect and never found out why they never became a client, this article is sure to shed some light on the matter. You may find it has very little to do with your pitch or Callan charts. Learn what happened in this article.

You may find it has very little to do with your pitch or Callan charts. Learn what happened in this article.