6 Reasons Why You Should Develop a Succession Plan This Week
Your ultimate success depends on your ability to create and maintain long-term relationships – relationships that are built on trust. If you want clients to trust you, they need...
If You Try to Be Perfect, You Will Always Fall Short
Don’t constantly strive for perfection. You will never achieve it. It will simply waste your energy and make you miserable. Instead, focus on what is achievable. Sharpen your best skills...
New Advisors: Learning to Cope with These Five Things Will Help You Persevere
Outstanding advisors possess sustainability; they have the ability to overcome mental and emotional obstacles in a way that average advisors can’t. Simply passing the relevant exams won’t help you...
The Greatest Challenge Any Client (and Therefore You) Will Ever Face
Sticking with the plan despite tough market conditions is the greatest challenge both you and your clients will face. That sudden drop in cabin pressure when the markets fall...
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...