5 Costly Mistakes That Could Lose You Clients

5 Costly Mistakes That Could Lose You Clients

When a client takes you on, they’ve decided they’re comfortable getting into a long-term relationship with you – and that’s a huge compliment. If you want to retain them, you must work hard to maintain the integrity of that relationship over the long term.

Don’t make one of these errors, or you could end up in the firing line.

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You Don’t Have to Fear The Competition

You Don't Have to Fear The Competition

You, like many other advisors, may feel you work in a highly competitive environment where the competition is trying to outmaneuver you every step of the way. In reality, however this isn’t the case. As is true of any profession, most of your competitors are not fully engaged on most days. They show up for work each day unmotivated or with an ambivalent attitude. If you, unlike other advisors, develop superb soft skills, have a great work ethic, and exude positivity – you’ve already beaten the competition hands down.

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Why Being a Good Advisor Is No Longer Enough to Succeed

Why Being a Good Advisor Is No Longer Enough to Succeed

Few industries have become as commoditized as the financial services industry. It’s become more and more common to see a personal touch replaced by ‘cookie-cutter’ automated solutions.
On the bright side it’s clear that technology cannot replace the service of a really great financial advisor. Clients still crave advice that’s customized. They need the services of an advisor who can look at the ‘big picture’ and understand the complexities of their lives in terms of their aspirations, family and careers.
If you want to succeed you need to be more than ‘good enough’. You need to prove you are prepared to go that extra mile and provide a service that’s above and beyond your clients’ expectations.
How do you get to become an Elite rather than a “good” Advisor?

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What’s Most Important for Client Retention?

What's Most Important for Customer Retention

Client loyalty is getting harder than ever to achieve. Clients are bombarded with options when it comes to financial advice and they know they can switch to another advisor in the blink of an eye if they are dissatisfied. So it’s essential to understand how to ensure your clients remain loyal and stick with you for the long term.

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Personalizing Your Services Will Help You Succeed as a Financial Advisor

Personalizing Your Services Will Help You Succeed as a Financial Advisor

All financial advisors generate income in the same way, by offering similar platforms at essentially the same price. The job description: to help people simplify their finances and get peace of mind that they can reach their goals. Naturally achieving this task is of the utmost importance but if you want to stand apart from the crowd and win more businesses you need to do more; you need to personalize your services.

By treating each client personally and making them feel important you will not just meet their expectations but exceed them. If your clients feel they’re just a number to you they won’t rate your services and they will be unlikely to refer you to others.

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