4 Behaviors to Avoid if You Want to Allay Client Concerns

4 Behaviors to Avoid if You Want to Allay Client Concerns

In the first meeting with you, prospective clients may be unsure if investing is the right thing to do. They may also have concerns about whether you are the right person to advise them. How you behave in your first meeting will dictate what happens next. You need to act to allay not only their objections around the investment process itself, but to eliminate any concerns they may have about working with you personally.

To make sure you leave them in no doubt about your ability, never do the following four things.

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How to Make Sure Your Message Sticks

How to Make Sure Your Message Sticks

We tend to forget most of what we’ve been told within a week, unless that message has been repeatedly reinforced. So, unless you reinforce your messages and deliver them in an interesting way, there’s little chance clients and prospects will digest your information and act on it. There are however some key ways to make sure your messages are understood and remembered.

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Understanding Your Clients’ Behavior Is Key to Your Success as a Financial Advisor

Understanding Your Clients’ Behavior Is Key to Your Success as a Financial Advisor

The more you understand what motivates your prospects and clients, the better your chances of success when it comes to attracting and retaining them. When you begin to see things from your clients’ and prospects’ point of view you can start to influence their decisions and help them make good financial decisions.

So break out of your own mindset. Step into their shoes: Then you will be able to build strong client relationships, anticipate your client needs and manage their expectations.

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The Five Soft Skills Financial Advisors Must Have to Succeed

The Five Soft Skills Financial Advisors Must Have to Succeed

The development of an excellent soft skillset is crucial to your success as a financial advisor. You can find technical knowledge in any book, but practical knowledge involves ‘being’ rather than ‘knowing’, ‘practicing’ rather than ‘being taught’. Soft skills are absorbed through years of experience.

To develop great soft skills, practice them every day, hone them and never give up the quest for perfection.

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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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9 Things Successful Financial Advisors Do Differently

What Successful Financial Advisors Do Differently

Everyone can be successful; the bigger question is who is willing to do what it takes to become successful?

Average Advisors often procrastinate and find excuses for their inaction. Top performing Financial Advisors roll their sleeves up and just do what they have to do to succeed. It’s that straightforward.

Here are 9 things that ordinary Advisors do extraordinarily well to become top producers in the industry:

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