How to Add Value to Clients’ Lives
Prospects often struggle to find the right financial advisor – in their eyes all advisors tend to look the same, sound the same and sell the same products. Make it...
How to Make Each Day a Success
I think when an advisor is young or new in the business, he or she is always looking for the silver bullet, the magic bullet – the escalator instead...
Four Ways to Ensure You Deliver Outstanding Client Service
If you fail to provide exemplary client service, you won’t succeed in this business. While good product knowledge and financial judgement are requisite skills, you must go that extra...
5 Dos of Developing Good Storytelling Skills
The ability to tell interesting stories is an essential skill for all advisors. Stories are an effective way of letting people get to know the real you, and they’re...
4 Misconceptions about Market Volatility Your Clients Need to Be Aware of
As a financial advisor it’s your responsibility to get your clients to stick to their financial plan for the long term. This means you’ll need to change any pre-conceived...
Making Your Service Memorable
Let’s talk about outstanding service. That’s the rare commodity in this country. Americans have forgotten what good service is. People around the world have forgotten what good service is....
Five Reasons Advisors Needn’t Fear Technology
People are becoming increasingly adept at – and comfortable with – interacting with computers. This is fueling the debate around the merits of automated versus face-to-face financial advice. In...
5 Rules for Effective Communication with Prospects and Clients
In order to establish trust and credibility – and get your messages across to prospects and clients – you need to be an effective communicator. If you, like many...
6 Analogies to Use When Convincing Clients to Stick to The Plan
Stories and analogies are great ways to capture a client’s attention and get them to see things from a different perspective. When used correctly they’re highly useful tools to...
Poor Communication Is The #1 Reason Advisors Get Fired
The chief reason clients fire their advisors is not, as you may have thought, poor performance – it’s poor communication. A survey by Financial Advisor Magazine revealed that 72%...