Investing, Self-awareness and Tolerance to Risk
Before you can embark on any financial plan on behalf of a client it’s essential that you understand their tolerance for risk. You must also know what their goals...
3 Analogies on Long-Term Investing to Use with Clients
Today, I’d like to talk about the long term. You know that I like visuals; I like props; I like things that talk in mom-and-dad language. So I’ll share...
Three Must-read Success Stories for Financial Advisors
As a financial advisor you need to work flat out on building your business. But it also pays to take the time to stand back and find inspiration from...
6 Tips on Online Reputation Management for Financial Advisors
The key to building your reputation is to go to work every day and make the right choices, do the right things; to act like someone is watching you...
What Happens If You’re Not Brilliant at The Basics?
Only a tiny percentage of financial advisors get to the top and there’s no mystery about how they got there. It’s because they did what unsuccessful advisors didn’t: they...
What to Look for in an Accountability Partner
Unsuccessful advisors may dream of success but they can’t seem to commit to or stick with their ideas. They tend to procrastinate or spend their time struggling to discern...
Nobody’s Holding You Back but You
Listen to today’s short audio post on brilliance and get inspired for success! This is a true story of a young boy being sent home from school with a note...
What’s the Journey of the Successful Advisor Like?
Developing a career as a financial advisor is not for the fainthearted. There are plenty of pitfalls to look out for along the way. New advisors often lack...
5 Financial Advisor Marketing Ideas You May Never Have Thought of
To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may...
Five Analogies Financial Advisors Can and Should Use with Clients
What we find very easy clients often find difficult to digest. Even when you think you’re getting across your points well clients can be baffled by your financial knowledge....