Put Investing in Terms That Clients Can Understand
Everyone knows that cars go down in value. That’s just the way it is. No matter what you pay for a car, and no matter how carefully you look...
To Be The Best Financial Advisor You Can, It’s Essential to Challenge Yourself
There are two paths you can follow in your career: One that goes uphill or the easy one, which involves simply getting through the day. Not many people take...
Learn to Make The Choice to Not Open The Account
When you’re first starting out as a financial advisor getting any work at all can seem like a good thing. In fact, the prospect of turning down new business...
Avoid These Ten Mistakes to Improve Your Financial Advisor Business
We’ve been getting plenty of questions about common mistakes Financial Advisors make so here’s a quick roundup of things you should avoid doing if you want to take your...
5 Things You Should Do to Successfully Manage Your Relationships with Clients
What your clients do this year and going forward will not be dictated by world events alone. It will be dictated by the strength of their relationship with you....
Lead by Example – Prepare Yourself so Your Clients Are Ready Too
As an advisor, you need to prepare your clients for events that have not yet happened. You need to know in advance how you are going to manage your...
What’s The Greatest Cause of Burnout among Financial Advisors
Here’s a question I received from Ricardo in Portugal. He's writing about burnout with an interesting question. What's the greatest cause of burnout among advisors in the United States? I think...
Remind Your Clients Investing Is a Marathon
Despite regular and sometimes frightening dips markets continue to rise incrementally over time, continually setting new highs. The problem is that many clients disbelieve this; they panic when the...
Take Back Control of Your Financial Advisor Career
If you feel your career is at a crossroads, or that things are not going your way you need to adapt your attitude and learn to make better decisions....
Put in The Effort if You Want to Become The Most Sought-after Financial Advisor in Town
To become a truly elite financial advisor you need to have an incredible work ethic. If you’re new to the business, you will need to spend most of your...