4 Fears Prospecting Can Eliminate for You
Prospecting is the backbone of your business. Nothing happens until you get yourself in front of potential clients - which is why the most successful advisors are generally those...
5 Things Financial Advisors Should Do to Make the Most of This Holiday Season
As the year draws to a close it’s the ideal time to reflect, regroup and make plans for the New Year. What went right and what went wrong? What...
Getting Clients to Talk about Money
As financial advisors we’re comfortable talking about money, it’s what we’re trained to do. But for everyone else it’s a different story. Most people feel uncomfortable talking about money,...
How to Connect with Clients Emotionally
As financial advisors we’re objective thinkers. We use the left, logical, side of our brains, to work out the technical aspects of financial planning. But simply being able to...
Telltale Signs That a Prospect Is About to Waste Your Time
Your time is precious so it’s essential that you spend it productively by prospecting to the right people. Some prospects are not worth spending time on – maybe expressing...
Maintaining Meaningful Relationships Is Hard but Essential Work
As a financial advisor you need a wide range of skills, not least the ability to prospect and win new business. However, another area of expertise – and one...
Teach Your Clients Not to Watch The Evening News
In our increasingly information-driven society, it’s your job to teach clients not to believe all they hear. They need you most of all when they’re being bombarded with negative...
Your Success Depends on The Strength of Your Client Relationships
Client relationships are the cornerstone of your business. They must be strong enough to weather bad market conditions and to ensure clients stay invested for the long term. Here are...
3 Things You Should Never Do in Volatile Markets
It’s your job as a financial advisor to stop your clients acting on emotion. You need to get across the fact that the financial plan you created is valid...
Help Clients Get to Know the ‘Real’ You
Before a client makes the decision to do business with you he or she has to feel you are the ‘right fit’ for them. They’re about to embark on...