Using Analogies in These 3 Situations Can Help Turn Prospects into Clients
It’s your job to get prospects off the fence. You need to persuade them that hiring you to manage their investments is the right thing to do. Before they...
5 Reasons Why You Should Take The Time to Educate Your Clients
Don’t shy away from being a coach and educator to your clients. Adding in this extra element can help set you apart from the competition and deepen your relationship...
Make Yourself Irreplaceable by Making Yourself Different
If you do what every other advisor is doing, you’ll be just like all other advisors. To become successful, you need to offer something different – something that makes...
4 Key Strategies to Kick-start Your Financial Advisory Practice
Establishing yourself as an advisor will take dedication, time and sound strategic thinking. Here are some key strategies that will help you kick-start your financial advisory practice. #1. Develop a...
6 Reasons Why You Should Specialize in The Kind of Financial Advice You Give
In previous posts we’ve discussed the importance of identifying your ideal client in terms of their attributes - be it occupation, geographical location, etc. But if you are to...
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...