Where Should You Be Focusing
“Where should I be focusing?” is a question for all advisors, but especially young advisors, who are wondering where to focus when starting their practice. I received an email...
“Where should I be focusing?” is a question for all advisors, but especially young advisors, who are wondering where to focus when starting their practice. I received an email...
Breaking a prospect’s apathy is difficult. Telling someone to invest or think long term is like telling someone to be patient. And telling someone to be patient simply doesn’t work....
It takes hard work and perseverance to set up a first appointment with a potential client. Don’t waste this precious opportunity by approaching the meeting in the wrong way...
To be an elite advisor you obviously need technical knowledge and expertise. But, just as importantly, you must possess superb soft skills. Your role is to change your clients’...
No matter how inherently intelligent your clients may be, never assume they have a clear understanding of what ‘investing’ really involves. For many people a financial plan consists of...
A while back I was kicking around ideas with a friend of mine, Mark Jennings. Mark's an advisor with Investors Group. He told me a great story that will...
As an advisor, how high you go is dependent on your ability to maintain long-term relationships. There’s no activity more crucial for the success of an advisor than relationship...
When a prospect turns around and says he or she needs to think things over they’re likely basing their indecision on fear or laziness. Maybe they’re fearful about the...
Let’s talk about becoming what people want. Do you know what people want? People want a beacon of anti-stress. Watch the video or read the transcript to learn how you...