If you want to build a healthy practice, there are several things you must prioritize, including the following. #1. Prospecting To run a healthy business, you need a pipeline full of...
A large percentage of financial advisors fail, not because they aren’t good at what they do, but because they lack the core competencies of running a business. If you want...
Prospects often struggle to find the right financial advisor – in their eyes all advisors tend to look the same, sound the same and sell the same products. Make it...
I think when an advisor is young or new in the business, he or she is always looking for the silver bullet, the magic bullet – the escalator instead...
If you fail to provide exemplary client service, you won’t succeed in this business. While good product knowledge and financial judgement are requisite skills, you must go that extra...
The ability to tell interesting stories is an essential skill for all advisors. Stories are an effective way of letting people get to know the real you, and they’re...
As a financial advisor it’s your responsibility to get your clients to stick to their financial plan for the long term. This means you’ll need to change any pre-conceived...
Let’s talk about outstanding service. That’s the rare commodity in this country. Americans have forgotten what good service is. People around the world have forgotten what good service is....
People are becoming increasingly adept at – and comfortable with – interacting with computers. This is fueling the debate around the merits of automated versus face-to-face financial advice. In...
In order to establish trust and credibility – and get your messages across to prospects and clients – you need to be an effective communicator. If you, like many...