How Do Clients Choose a Financial Advisor?

How Do Clients Choose a Financial Advisor?

If you don’t know what’s going on in a client’s mind when they’re choosing a financial advisor, you won’t be able to present yourself in a way that meets their needs. And you won’t get selected.

So let’s take a look at some of the things likely to be on a client’s mind when they’re looking for an advisor…

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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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Being Proactive Is a Key to Financial Advisor’s Success

Being Proactive Is a Key to Financial Advisors Success

No one becomes a great financial advisor by accident. In order to become successful you must decide to be successful, and you’re the only person that can do this. If you don’t like where you are today then do something about it. Change, do things differently. The only thing standing between you and success is you. If you are tired of not having enough people to talk to, then make the decision to sharpen your prospecting skills. If you are tired of hearing people say they’ll ‘think it over’, make it your aim to learn how to better overcome their objections.

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12 Practice Building Tips for Financial Advisors

According to U.S. Bureau of Labor Statistics, the projected change in the number of Personal Financial Advisors from 2012 to 2022 is +27%, which is much higher than the average growth rate (11%) for all occupations.

This is a sign of opportunity as well as an increase in competition.

To help you outrank this growing competition and at the same time, build an enjoyable and dynamic practice, check out the infographic below – featuring the top 12 practice building tips by Don Connelly. Check out the infographic.

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Every Time You Sit with a Client, Your Leadership Skills Are on Display

Every Time You Sit with a Client, Your Leadership Skills Are on Display

I want to remind you that next to the family doctor, you are the most important person a family will meet. You are not a vendor. You are the person who has been chosen to lead this family to their safe retirement heaven. The burden is on them to make the sacrifices necessary to guarantee peace of mind in their later years. The burden of you is to make sure they do it.

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Your Clients Look to You for Leadership

Leadership Skills for Financial Advisors

The more uncertain the times, the more certainty clients want from you. They want you and they expect you to guide them to their goals. Like it or not, you are depended upon for your leadership skills. This may be unfair to you.

You weren’t taught leadership in training.

Nonetheless, the role has been thrust upon you.

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