People won’t decide to do business with you because of your products, expertise, experience or reputation. These attributes (whilst important) will not ultimately convert prospects into loyal clients. Your...
In the first meeting with you, prospective clients may be unsure if investing is the right thing to do. They may also have concerns about whether you are the...
Becoming an elite advisor has everything to do with making a commitment to doing the right activities. The difference between success and failure is down to what you do...
To get to the top of your profession you need to ensure you only work with the right clients - then retain them for the long term. Here are...
The best way to initiate a strong relationship with clients is to tell them stories. People don’t need to have a ton of data thrown at them in the...
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...
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...
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,...
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...
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...