Lead by Example – Prepare Yourself so Your Clients Are Ready Too

Lead by Example – Prepare Yourself so Your Clients Are Ready Too

As an advisor, you need to prepare your clients for events that have not yet happened. You need to know in advance how you are going to manage your relationship with them when the markets take a downturn.

To step up to this challenge you need to practice your soft skills so that you inspire your clients with confidence in what you say. If they believe in you and think you are the ‘real deal’ they will go where you lead them.

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To Excel as a Financial Advisor, You must Motivate Yourself and Stay Motivated

Motivate Yourself and Stay Motivated to Excel as a Financial Advisor

When you are at your most vulnerable, you cannot let it show. You must remain strong for the simple reason that the more uncertain the times, the more certainty clients will demand from you. Your equity is your relationships with your clients. It is imperative that you always do what is right, in order to preserve those relationships. If you get down, motivate yourself right back up.

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Develop Leadership Skills So Clients Will Follow You

Develop Leadership Skills So Clients Will Follow You

There’s far more to being a good financial advisor than simply setting up a financial plan and then walking away. The best advisors not only identify which path clients should take – but accompany them for the entire journey. Your clients need to know that you’re committed to their long term success. They will look to you for reassurance along the way. So you need to step up to the mark and develop strong leadership skills.

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How Do You Pick Yourself Up When You’ve Been Fired by a Client?

How Do You Pick Yourself Up When You’ve Been Fired by a Client

It can be a challenging and depressing experience especially if clients leave without telling you the reason. But getting fired happens to even the best of advisors at some point. And it’s not all bad news.

In fact losing a client can give you a chance to re-evaluate yourself and determine what you have to offer clients. It can be a perfect time to re-focus, take a good hard look at yourself and change things to do what you need to do to get back in the game.

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5 Reasons You Should Get a Mentor

5 Reasons You Should Get a Mentor

When you first start out as an Advisor you’re given a set of products to sell, but unfortunately they don’t come with an instruction manual. You need to learn how to market and sell them yourself. This is where a mentor can step in, by helping you prospect, sell and manage your practice.

Mentors can also help you stay on track and improve, no matter how long you’ve been in business. Making sure you can still execute the fundamentals is key to becoming the Advisor you always wanted to be.

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There Are Times When It’s Simply Best to Forgive and Forget

Forgive and Forget - Success Tips for Financial Advisors

To succeed as a Financial Advisor, one has to accept that disappointment is inevitable. We don’t always get what we want. Disappointment breeds frustration. Negative emotions are unavoidable, yet they must be controlled. We’re in the business of controlling the emotions of others. We can’t do that well until we have control of our own emotions.

I think the best way to deal with disappointment is to put it in perspective.

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Developing Your People Skills Begins with Understanding Yourself

Developing People Skills Begins with Understanding Yourself

People who are able to discern the feelings of others have a distinct advantage in life. They generally out earn and outperform those who cannot. Having this ability is a reflection of one’s emotional intelligence. People with high emotional intelligence understand themselves and they understand the impact they have on others. They know when and how to make the other person feel good. They are able to influence decisions. They have great people skills.

As an Advisor, it is to your advantage to have or develop great people skills.

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