3 Steps to Build Your Self Confidence Regardless of Your Experience Level
At some point in their careers, every financial advisor suffers from the affliction of self-doubt. For most of us, it overcomes us at the beginning of our careers. For...
3 Key Steps Remote Advisors Must Take to Make Emotional Connections with Clients
Now that the pandemic is waning, many advisors are choosing to continue working remotely, finding that it increases their efficiency and that their clients enjoy the convenience of virtual...
Not Getting Through to Your Clients? 5 Ways to Step Up Your Engagement
Most financial advisors understand the importance of client communications. Those who don't find out the hard way that poor or infrequent communications is the number one reason clients leave...
Self-Discipline Is Key
An Advisor once sent me this message: "You mentioned in one of your webinars that talent by itself means nothing. The key is to develop that talent into a skill....
Want Your Clients to Take Their Financial Plan Seriously? Keep It Front and Center in Your Relationship
It wasn’t so long ago that clients perceived financial plans as an extension of the prospecting process to entice them to open an account and hand over their money....
How to Increase Your Life Insurance Sales Making Every Initial Meeting with a Prospect Successful
When people meet with you for the first time, subconsciously they have four questions that need to be answered. They haven’t thought about these questions in advance but they...
Mapping Out the Client Acquisition Timeline—How Long It Takes to Get a New Client
New clients are the lifeblood of a financial advisory practice, without which it could go into cardiac arrest. For newer financial advisors, acquiring new clients can't happen fast enough....
Put Success in Perspective, Be Humble and Believe in Yourself
One of the challenges we all face is staying humble in the face of success. We work very hard to attain success. Stay humble when you do, and you're...
When Presenting Clients with Options, Less Is More
We live at a time when people like to have choices. The internet affords people a seemingly unlimited number of choices for anything they desire, and they will surf...
Conquering Your Clients’ Financial Fears
One of the most powerful emotions we all experience is fear. When it comes to our finances, fear can drive us to make decisions we later regret. More often,...