By k | February 22, 2009 - 6:00 am - Posted in Sales

A financial advisor pitched me yesterday.

I’ve had a few financial advisors.
I know that they are never more interested in you
than when they’re trying to gain your business.
They try their best.
They give you more attention.
They pull out all the stops.

So when I received the full color
proposed sample portfolio
from this advisor
and saw my name spelled wrong
(it is Chin, not Chim),
I walked away with
no second thoughts.

I knew he would only get sloppier
once he landed me as a client.

In this competitive environment,
your pitch has to be perfect.
Double check your sales material.

And get your client’s name right.

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