A Reminder: The Trend Is Your Friend
I get asked a lot if I coach Advisors and the answer is “No, I don’t coach. I remind.” Literally. I think teaching is showing someone how to do...
Why People Postpone Investing and How to Convince Them to Act
People postpone investing for a variety of reasons. It’s your job to identify the source of their inaction. Then you can present them with a strong case as to...
How to Elevate Your Brand and Justify Your Fees
If you provide above average service, you deserve to charge above average fees. Don’t underestimate yourself. Make sure you get paid your worth by focusing on creating a business...
How to Stop Self-sabotaging Behaviors
Behavior is said to be self-sabotaging when it creates problems and interferes with your life and goals. You may well be self-sabotaging without even realizing it. There are many...
The Success Formula
I came across an article I thought was terrific. It’s called The Success Formula, apparently it’s from a book which I must admit I have not read, a book...
How People Pick a Financial Advisor
When people choose a financial advisor, they’re looking for someone who’s not only qualified but someone they can trust. Without these attributes you won’t get hired. But in this...
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...