New Advisors: Learning to Cope with These Five Things Will Help You Persevere

New Advisors - Learning to Cope with These Five Things Will Help You Persevere

Outstanding advisors possess sustainability; they have the ability to overcome mental and emotional obstacles in a way that average advisors can’t. Simply passing the relevant exams won’t help you develop these coping skills – they don’t get taught in training. So, if you too want to reach the top of your profession, you’ll need to develop a tough mindset and overcome difficulties that others cannot.

Here are five things you’ll frequently encounter in your practice that you need to cope with to stay the course.

Read more

4 Things Elite Advisors Do that Average Advisors Don’t Do

4 Things Elite Advisors Do that Average Advisors Don't Do

This is a guest post by Don Connelly published on the website of FA Magazine earlier this week.

Elite Advisors are not born elite. They ply their craft for years, making mistakes and learning from them.

Once such mistake is to assume that numbers matter. Newer Advisors talk about the numbers because that’s the focus of our training. We have to learn our products and processes and we have to pass the tests. When we get in the field, we naturally lead with what we know.

Read more

top