Why You Need a ‘Why I Am Here’ Story
We all know that everyone likes a good story, a fact that’s backed up by science. When we hear a story that resonates with us, our levels of the...
5 Reasons Why Clients Might Not Want to Refer You
The best way to gather new clients is via referral, especially since many wealthier investors find their financial advisors this way. If you are failing to acquire referrals, you...
Tell Prospects What You Do instead of What You Are
In social settings, people will often ask what you do for a living. If, like the majority of advisors, you reply ‘I’m a financial advisor’, you’re missing an opportunity...
How to Be a Financial Advisor
Working as a financial advisor is one of the highest ranked business careers according to a recent U.S. News & World report, advisors rating it highly for job satisfaction...
7 Things Many Financial Advisors Don’t Do, and Fail as a Result
Much of the failure in this industry comes down to non-observance of the basics. Too many advisors fail not only to develop their soft skills but lack the necessary...
5 Marketing Strategies for Financial Advisors to Ensure Steady Growth
Never attempt to distinguish yourself on products or price. You won’t win using this strategy. Instead, find ways to differentiate yourself from the competition by offering a service that...
4 Things You Can Only Achieve with Effective Communication Skills
Effective communication skills are essential if you are to achieve successful outcomes for your business. Here are 4 relationship goals you should be striving for, along with the requisite...
5 Creative Ways to Follow-up with a Prospect
In an ideal world every prospect would sign up with you at the first meeting, immediately recognizing they are in need of what you are offering. In the real...
Becoming a Financial Advisor Is Not All About Getting Licensed
Naturally, you need to be sufficiently educated and qualified if you are to do the job of a financial advisor. But that’s not nearly enough. Financial advisors require a...
Three More Niches Financial Advisors May Want to Consider
Many new entrants to this industry believe it makes sense to ‘cast a wide net’ in the fear that picking a target market will limit business opportunities. But in...