Every Financial Advisor Needs to Tell Great Stories
Human beings have an innate desire to tell and listen to stories. Good stories grab the attention and inspire people to act, which is why storytelling should be an...
Human beings have an innate desire to tell and listen to stories. Good stories grab the attention and inspire people to act, which is why storytelling should be an...
It’s crucial that you get your clients to stick to the plan. If they don’t, they could forgo their comfortable retirement or build up debt when they put their...
You won’t get stuck in a rut by chance. There’s always a reason behind a lack of career progression – from letting fears rule actions to lacking a career...
Advisors often dislike being known as ‘sales people’ – they see the act of selling as somehow disreputable. In fact, this couldn’t be further from the truth. Selling is essentially...
It’s surprising to find that certain broad sectors of the population still remain underserved in certain instances. If you, unlike other advisors, can devise a strategy to attract and retain...
If you don’t set clear targets or measure your performance, you won’t know if your business is going in the right direction. So, set aside time to identify the...
Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for...
According to leading psychologist Danial Kahneman, people often form responses instinctively – accepting the first judgement that comes to mind. When left to own devices, we’re apt to make...
When a client takes you on, they’ve decided they’re comfortable getting into a long-term relationship with you - and that’s a huge compliment. If you want to retain them,...
Signing up a new client – any client – feels like an achievement, especially for new advisors. Keeping money coming in is after all the number one priority. Over...