THEY CAN PROVE EVERY PART OF THEIR PRESENTATION
Too often, presentations are based on a mix of sketchy and unproven information and an over-reliance on personal sales skills. But there is much more that needs to be added to create long-term successful client relationships. And if you cannot prove it, it is only your opinions.
For example, many presentations rely heavily on a fund's past performance, yet our extensive research clearly shows that past performance — even the long-term kind — is a poor predictor of future success. As a direct result, captured prospects are given an inaccurate view of your firm's capabilities, and some will leave when it falls apart.
But presentations based on the solid research of AFS, funneled into its 11-point proprietary formula, will consistently point to the best funds. Backed by AFS's proven portfolio management guidance, you will be able to make timely and consistent changes to consistently earn your clients respect. And a consistent process is your best ally when dealing with disappointed clients.
Isn't that what clients really want?