Five Skills That Will Make You Stand Apart from The Crowd
Hard skills can be learned from a book. They’re the skills most of us spent 16 years in school focusing on. In contrast, there’s no clear path to learning...
How to Be a Better Prospector
To succeed in this competitive industry, you need to be creative when it comes to acquiring new clients. No one universal approach is likely to be your Holy Grail...
Read This if You Need a Boost in Self-motivation
At some point in your career as a financial advisor you will experience a lack of motivation. When this happens you can either stay unmotivated and fail, or develop...
Am I Oversimplifying Things?
Brad from Southern California is a Merrill Lynch advisor. He sent me an email, which is in a way, funny, but poses a very serious question nonetheless. “Don,...
Happy 4th of July
Nations throughout the world celebrate important holidays in ways important to its citizens. America has eleven federal holidays and each is special. The Fourth of July might be the...
Common Mistakes New Advisors Make – Ones that Could Ruin Your Business
There are many pitfalls to face when you’re first starting out as an advisor and mistakes are easy to make. Look out for these potential mishaps because they could...
Financial Advisors Who Lack These Soft Skills Often Fail
The ability to master soft skills is key to your future success as a Financial Advisor. In fact, it’s easily as important as how much technical knowledge you have....
How Do I Get People to Call Me Back?
I heard this great question from Jesse in Grand Rapids. Jesse said he was having difficulty getting people to return his calls, after supposedly thinking about his proposal. He...
Why Being a Good Advisor Is No Longer Enough to Succeed
Few industries have become as commoditized as the financial services industry. It’s become more and more common to see a personal touch replaced by ‘cookie-cutter’ automated solutions. On the...
5 Grave Mistakes Financial Advisors Make on LinkedIn
You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford...