7 Ways to Manage Client Expectations
Managing client expectations is crucial in order to keep your clients invested in you and with their financial plan. Here are a few ways to make sure you deliver...
6 Steps to Help Create Urgency with Prospects
Creating urgency with prospects is a crucial yet often overwhelming obstacle for many advisors. The problem is how to get prospects to act, rather than deliberate and how to...
Put The Client Before Yourself
As you know I'm always on a lookout for a good story. I read a great story not long ago, in Motivational Manager, told by Dana McCary who is...
Approaching Strangers Can Only Change Your Practice for The Better
You were probably brought up being told ‘don’t talk to strangers’. However, this rule doesn’t apply to adults, especially if you work as a financial advisor. Many advisors struggle...
Get Involved in Your Clients’ Decision-Making Process
To win new business, earn loyalty and get referrals, you need to focus on what your prospects and clients are thinking. We all have our own particular ‘mental model’...
Creating Urgency with Prospects
I can recall few times in my career when business has been as slow as it has been recently. Perhaps the slowdown is due to the fast approaching year-end....
You Have to Take Risks to Reach Your Goals
Here’s a Mr. and Mrs. Client story to help you explain to prospects and clients why taking risks is necessary. Mr. and Mrs. Client, I know you know what...
Learn to Manage Client Expectations
Running the business gets in the way of growing the business. That’s a fact of life in the Financial Services industry. As the business gets bigger, an Advisor has...
Four Client Retention Strategies to Try Out
As in so many other industries, your business model as a financial advisor is to open new accounts and gather new assets on a continual basis. However, in order...
Understanding Your Clients’ Behavior Is Key to Your Success as a Financial Advisor
The more you understand what motivates your prospects and clients, the better your chances of success when it comes to attracting and retaining them. When you begin to see...