5 Ways You’re Setting Yourself Up to Fail
I don't think any financial advisor wakes up in the morning and intentionally sets out to fail. But I can think of many examples of advisors who unwittingly find...
How to Build Immediate Personal Connections Naturally
Gaining the trust of a prospective client is an absolute must if the relationship is to amount to anything. Plain and simple, people don't do business with financial advisors...
The Shoplifting Story
You've probably heard me in the past talk about a book called ‘Whoever Tells the Best Story Wins’ by Annette Simmons. It was really designed for bosses to sell...
Nail the First Meeting with a Prospective Client: Address What Your Prospects Want to Know
It takes a lot of time, patience, and effort to move a prospect through the funnel to the point when they finally agree to meet with you. For every...
The Importance of a Post-meeting Checklist
Nailing that initial prospect meeting is crucial if you are to have any chance at starting a relationship. If you follow your first meeting preparation checklist to a T,...
5 Things Nervous Clients Need from You
Let's chat about the backbone of the business, client relationships. Client relationships are fragile. As soon as their money's exposed to volatility, clients are on an emotional roller coaster...
Financial Advisor Do’s and Don’ts During Extreme Market Volatility
Financial advisors play a vital role in helping clients achieve their most important financial goals. But where they really earn their fees is during times like these, when helping...
How to Command and Maintain Control over Conversations with Prospects and Clients
How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? After starting on one subject, the other...
Keys to Building Life-Long Loyalty with Clients
Successful financial advisors know that client retention is vital for sustaining and growing their business. Replacing a client who leaves with a new client is expensive and hard work,...
Two Stories to Help You Explain What You Do
I have a thought I want you to pass on to your clients. Tell them this from me. The only people who lose weight are the people who hire...