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...
Where Should You Be Focusing
“Where should I be focusing?” is a question for all advisors, but especially young advisors, who are wondering where to focus when starting their practice. I received an email...
5 Tactics to Get Prospects off The Fence
Breaking a prospect’s apathy is difficult. Telling someone to invest or think long term is like telling someone to be patient. And telling someone to be patient simply doesn’t work....
What Not to Do in The First Client Meeting
It takes hard work and perseverance to set up a first appointment with a potential client. Don’t waste this precious opportunity by approaching the meeting in the wrong way...
What Really Is The Job of a Financial Advisor?
To be an elite advisor you obviously need technical knowledge and expertise. But, just as importantly, you must possess superb soft skills. Your role is to change your clients’...
Educate Clients What It Really Means to Invest
No matter how inherently intelligent your clients may be, never assume they have a clear understanding of what ‘investing’ really involves. For many people a financial plan consists of...