4 Things That Could Get You Stuck in a Rut

4 Things That Could Get You Stuck in a Rut

You won’t get stuck in a rut by chance. There’s always a reason behind a lack of career progression – from letting fears rule actions to lacking a career vision.

Here are four behaviors to avoid if you want to prevent yourself from getting stuck in a rut.

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5 Ways to Improve Your Time Management – Starting Today

5 Ways to Improve Your Time Management - Starting Today

Becoming an elite advisor has everything to do with making a commitment to doing the right activities. The difference between success and failure is down to what you do with your time.

As both a financial advisor and a business owner you need to focus on profit-generating activities. And you are not generating income unless you are sitting in front of clients, or talking with them on the phone. Refuse to let any other activities take precedence over appointments and prospecting.

Here are 5 ways to help you improve your time management skills.

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4 Fears Prospecting Can Eliminate for You

4 Fears Prospecting Can Eliminate for You

Prospecting is the backbone of your business. Nothing happens until you get yourself in front of potential clients – which is why the most successful advisors are generally those who regularly prospect right through their careers.

The more you prospect, the more proficient you will become and the more business you will secure. The act of prospecting also empowers you and helps you to overcome your fears.

Here are four such fears that prospecting can eliminate for you.

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If You Try to Be Perfect, You Will Always Fall Short

If You Try to Be Perfect You Will Always Fall Short

Don’t constantly strive for perfection. You will never achieve it. It will simply waste your energy and make you miserable. Instead, focus on what is achievable.

Sharpen your best skills and qualities so you can showcase them to clients and prospects. Practice them over and over until you get things right every time. Don’t dwell on what you’re not so good at.

Here are some ways to forget perfection and strive for excellence.

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How to Get Prospects Off The Fence

How to Get Prospects Off The Fence

When a prospect turns around and says he or she needs to think things over they’re likely basing their indecision on fear or laziness. Maybe they’re fearful about the shaky economy, distrustful about paying you a fee, or just simply don’t want to leave their comfort zone. All their ‘reasons’, however, are based on emotion – and to break this inertia, you need to use techniques that will motivate them to act.

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Take Action Now if You Want to Succeed as a Financial Advisor

Take Action Now if You Want to Succeed as a Financial Advisor

Financial advisors often fail or stay at a mediocre level because they procrastinate. They don’t understand that success requires looking to the future, setting goals and working hard to achieve those goals. Instead many advisors think they can get by day by day on the bare minimum. Unfortunately, success doesn’t just ‘happen’. No matter how talented you are your star won’t rise unless you get proactive about growing your business.

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Five Steps to Help Make Prospecting a Habit

Five Steps to Help Make Prospecting a Habit

If your appointment book is full to overflowing then you won’t need to read on. If however like most advisors you don’t have a line of prospects queuing at the door, you need to develop better and more successful processes when it comes to prospecting.

You must begin to see prospecting as your only real priority. It’s the only way you will get more appointments and win more business. You may not like prospecting – many advisors see this as the least favorite part of the job – but don’t let fear of failure prevent you from undertaking this core task.

Here are five steps to help you make prospecting more of a habit and less of a dreaded chore.

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