Believe in Your Value and Never Do These Three Things with Clients

Believe in Your Value and Never Do These Three Things with Clients

When prospecting see yourself as the professional consultant you are. Your job is of the utmost importance – you’re there to safeguard your clients’ financial future. It doesn’t get much more important than that and you are due respect.

So, if you find you’re fighting to win new clients, rushing through a presentation or apologizing for asking for the order, take a step back. Understand that you add value to your clients’ lives. Because of you people will be able to retire comfortably or get their kids through college. Your clients should feel privileged to do business with you, not the other way around.

Here are three things to avoid doing with clients.

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Focus on What’s Important

Focus on What’s Important

If you want to reach the top of your profession as a financial advisor, you need to focus on the basics. Dedicate your time to prospecting, asking for commitments and managing client relationships. Success will only come your way if you think gathering assets rather than DOL rulings and falling fees. So stop getting distracted. If you want to build a successful business, focus on what’s important.

Here are six things to focus on, starting today.

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New Year’s Resolutions for 2014

New Year's Resolutions for 2014

I make too many New Year’s resolutions. I know that because I have never once kept them all. That’s ironic since I preach simplicity. So this year, I’m going to eat my own cooking. I’m going to simplify my list. I’m going to make one resolution for you and one resolution for me. Let’s start with you.

Repeat after me: In 2014, I resolve to ask for the order.

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