Choosing a financial advisor is a big decision for potential clients, especially if they’re new to the world of investing. Not only will they be looking for someone suitably...
Acquiring Effective Communication Skills – just 25 places available I am conducting a one-day workshop for Financial Advisors seeking to improve their soft skills.The soft skills and verbal skills you...
To grow your business, you need to focus on what’s important and this generally means prospecting and meeting with clients. There will be a host of routine tasks that...
The saying ‘you can’t please all the people all of the time’ is never truer than in this business. As a financial advisor you’re ill-advised to work with all...
No two clients are exactly alike. People generally get a financial advisor for a number of reasons. Therefore, you need a flexible process in place when it comes to...
It’s all too easy to slip up in the first meeting and lose any opportunity to open the account – and this is especially true for new advisors. In this...
If you are to be a successful financial advisor, you need to do more than simply manage money. You need to be great at managing relationships – in particular,...
I was talking with an advisor in Beverly Hills and she asked me a question. She actually made an observation, but it was in the form of a question....
Your personal likeability and trustworthiness are more important than your professional knowledge when it comes to winning and building enduring client relationships. Professional credentials, while important, are only a...
Just as there are many questions you need to ask a potential client, prospects will have plenty of things they’ll want to know before they consider doing business with...