How to Get Clients to Stick to the Plan

It’s crucial that you get your clients to stick to the plan. If they don’t, they could forgo their comfortable retirement or build up debt when they put their kids through college. Your responsibility, as their financial advisor is to keep them on track. Here are three effective ways to do that.

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Do You Have What It Takes to Be a Financial Advisor?

Do You Have What It Takes to Be a Financial Advisor

Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills are second to none. In particular, elite advisors ooze charisma – a charisma which they use to influence people.

In this post we’ll look at what it takes to be a Financial Advisor and some skills successful advisors share.

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Can Charisma Be Learned?

Don Connelly audio podcast

Charismatic Financial Advisors are great communicators. They connect on an emotional level. They get people to buy in, to believe. Just imagine that you alone can make someone act and feel a certain way. No other Advisor lights up a room the way you do. Just being near you makes people feel important. That’s charisma. You would be untouchable if you had tons of charisma. Can you learn how to acquire charisma?

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