4 Things That Could Get You Stuck in a Rut
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...
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...
Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills...
You can’t offer financial advice until you have the necessary training and education under your belt. Learning the technical side is fundamental to your career, so that you can...