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...
Formula for Success in Prospecting for Financial Advisors – Revealed
To succeed as a financial advisor, you must have plenty of prospective clients in the pipeline. Ideally your appointment book should be full to bursting. This means you need...
To Excel as a Financial Advisor, You must Motivate Yourself and Stay Motivated
When you are at your most vulnerable, you cannot let it show. You must remain strong for the simple reason that the more uncertain the times, the more certainty...
Is Cold Calling Still an Effective Prospecting Method for Financial Advisors?
Technology and the ‘no-call’ rules have changed habits when it comes to cold calling. It’s no longer seen as the ‘go-to’ method for prospecting, with social media, the internet...