Four Common Client Objections and How to Counter Them
There’s so much uncertainty surrounding investing that people postpone the decision. Clients and prospects can think of a multitude of reasons not to invest: Whether it’s tax time, retirement...
How to Develop a Repeatable Process
If you want to make your life easier and become a truly elite advisor, make sure you have repeatable processes in place. This especially applies to tasks such as...
5 Reasons to Always Strive for Excellence
If you want to become an elite advisor, you need to strive for excellence in everything you do. And this requires an outstanding work ethic. Great advisors ply their...
Help Clients Understand Why They’re Paying You a Fee
Before you can convince your clients of your worth, you need to convince yourself of your own value. Always remember your fees reflect the five-star service you can offer....
When to Call Clients to Keep Your Relationship Strong
It can be tricky determining how often to contact your clients. While regular communication is key to maintaining a healthy relationship, calling clients every week or month probably isn’t...
Don’t Let Clients’ Concerns Escalate: Tackle Issues Head on
Meeting your clients’ expectations is the least you can do – it’s simply part of your job – so don’t expect to get a pat on the back for...
Believe in Your Value and Never Do These Three Things with Clients
When prospecting see yourself as the professional consultant you are. Your job is of the utmost importance – you’re there to safeguard your clients’ financial future. It doesn’t get...
Focus on What’s Important
If you want to reach the top of your profession as a financial advisor, you need to focus on the basics. Dedicate your time to prospecting, asking for commitments...
Be Prepared – Don’t Ever Run and Hide
What do you do when the market takes a turn for the worst? Do you wait for the storm to pass and simply do nothing - or do you...
It’s The Little Things That Add Up in The Long Run
Having big ambitions is great - but if you want to achieve your long-term goals, you need to know there’s no rapid escalator to success. Only by learning the...