4 Things Elite Advisors Do that Average Advisors Don’t Do
This is a guest post by Don Connelly originally published on the website of FA Magazine.
Elite Advisors are not born elite. They ply their craft for years, making mistakes and learning from them.
Once such mistake is to assume that numbers matter. Newer Advisors talk about the numbers because that’s the focus of our training. We have to learn our products and processes and we have to pass the tests. When we get in the field, we naturally lead with what we know.
Talking about the numbers carries two distinct disadvantages. One is that clients focus where Advisors have them focus. To place importance on the numbers is to say “Trust the numbers. There is no need to trust me.” Another disadvantage is that clients, for the most part, don’t want to know the numbers. They are not looking for information. They are looking for someone they can trust. Someone should transfer his or her entire account to you without hearing a single investments recommendation.
Elite Advisors don’t talk about the numbers.
What else do elite Advisors do that average Advisors don’t do?
They do a lot of things that average Advisors don’t do. Let’s focus on three of those things. Read the Full Post on FA Magazine Website