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...
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...
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...
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...
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...
The development of an excellent soft skillset is crucial to your success as a financial advisor. You can find technical knowledge in any book, but practical knowledge involves ‘being’...
Nowadays “storyselling for financial advisors” is a big search trend. I found a book with that title but I doubt that’s what people in the industry are looking for....
Today I’d like to share with you an email I received a while ago from Mike at Edward Jones. ¨What is the best way for an FA to approach...
Client loyalty is getting harder than ever to achieve. Clients are bombarded with options when it comes to financial advice and they know they can switch to another advisor...
Comparing yourself to other advisors and idealizing their qualities while underestimating your own abilities is a self-defeating habit, yet many advisors constantly do this. Believing that there are...